VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 283 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $521 | -4.8% | 10,902 | -2.5% | 0.00% | 0.0% |
Q2 2023 | $547 | 0.0% | 11,182 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $547 | +3.2% | 11,182 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $530 | -99.9% | 11,182 | -0.9% | 0.00% | 0.0% |
Q3 2022 | $538,000 | -9.1% | 11,282 | -5.6% | 0.00% | 0.0% |
Q2 2022 | $592,000 | -5.0% | 11,957 | +0.6% | 0.00% | 0.0% |
Q1 2022 | $623,000 | -6.2% | 11,882 | -1.2% | 0.00% | 0.0% |
Q4 2021 | $664,000 | -0.9% | 12,032 | +2.2% | 0.00% | 0.0% |
Q3 2021 | $670,000 | +144.5% | 11,769 | +145.0% | 0.00% | +100.0% |
Q2 2021 | $274,000 | -50.9% | 4,804 | -50.8% | 0.00% | -50.0% |
Q1 2021 | $558,000 | -63.8% | 9,761 | -63.0% | 0.00% | -60.0% |
Q4 2020 | $1,543,000 | +102.5% | 26,352 | +89.2% | 0.01% | +66.7% |
Q1 2018 | $762,000 | +249.5% | 13,928 | +245.4% | 0.00% | +200.0% |
Q1 2017 | $218,000 | – | 4,032 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
Avion Wealth | 380,739 | $21,980,000 | 7.65% |