VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 384 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $240 | -51.4% | 4,926 | -50.9% | 0.00% | 0.0% |
Q1 2024 | $494 | -5.5% | 10,037 | -5.2% | 0.00% | 0.0% |
Q4 2023 | $523 | +0.4% | 10,587 | -2.9% | 0.00% | -50.0% |
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. | 887,146 | $48,385,000 | 22.45% |
Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |