VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 4 | -87.1% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 31 | -11.4% | 0.00% | – |
| Q1 2023 | $1 | -92.3% | 35 | -87.9% | 0.00% | -100.0% |
| Q4 2022 | $13 | -100.0% | 289 | -79.9% | 0.00% | -85.7% |
| Q3 2022 | $68,000 | +1260.0% | 1,436 | +1321.8% | 0.01% | +600.0% |
| Q2 2022 | $5,000 | -16.7% | 101 | -14.4% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +500.0% | 118 | +555.6% | 0.00% | – |
| Q3 2021 | $1,000 | -85.7% | 18 | -84.5% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $7,000 | -88.7% | 116 | -89.8% | 0.00% | -90.5% |
| Q2 2018 | $62,000 | – | 1,136 | +12522.2% | 0.02% | – |
| Q1 2018 | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
| Q4 2015 | $158,000 | – | 2,981 | – | 0.10% | – |
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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% |