VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 378 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $465,014 | -10.7% | 9,554 | -9.7% | 0.06% | -7.5% |
| Q1 2024 | $520,728 | -13.6% | 10,586 | -13.3% | 0.07% | -31.6% |
| Q4 2023 | $602,663 | +1.5% | 12,208 | -1.7% | 0.10% | -8.4% |
| Q3 2023 | $593,783 | -6.3% | 12,414 | -4.3% | 0.11% | 0.0% |
| Q2 2023 | $633,848 | -7.4% | 12,967 | -7.3% | 0.11% | -18.3% |
| Q1 2023 | $684,184 | -12.8% | 13,986 | -15.4% | 0.13% | -20.6% |
| Q4 2022 | $784,179 | -6.9% | 16,533 | -6.3% | 0.16% | -12.7% |
| Q3 2022 | $842,000 | -7.8% | 17,640 | -4.2% | 0.19% | +5.6% |
| Q2 2022 | $913,000 | -10.8% | 18,421 | -5.6% | 0.18% | +7.8% |
| Q1 2022 | $1,023,000 | -6.1% | 19,508 | -1.2% | 0.17% | -6.2% |
| Q4 2021 | $1,089,000 | -14.7% | 19,742 | -12.0% | 0.18% | -21.0% |
| Q3 2021 | $1,277,000 | -1.2% | 22,425 | -0.9% | 0.22% | -1.3% |
| Q2 2021 | $1,292,000 | -2.8% | 22,619 | -2.8% | 0.23% | -10.3% |
| Q1 2021 | $1,329,000 | -10.4% | 23,259 | -8.2% | 0.25% | -14.2% |
| Q4 2020 | $1,484,000 | -0.3% | 25,343 | -1.0% | 0.30% | -13.2% |
| Q3 2020 | $1,489,000 | -0.6% | 25,597 | -1.3% | 0.34% | -7.4% |
| Q2 2020 | $1,498,000 | -26.9% | 25,943 | -28.8% | 0.37% | -41.9% |
| Q1 2020 | $2,050,000 | -7.6% | 36,436 | -7.1% | 0.63% | +26.1% |
| Q4 2019 | $2,219,000 | -5.7% | 39,213 | -2.0% | 0.50% | -15.5% |
| Q3 2019 | $2,354,000 | -8.4% | 40,016 | -10.7% | 0.59% | +4.2% |
| Q2 2019 | $2,569,000 | -12.7% | 44,828 | -15.0% | 0.57% | -11.1% |
| Q1 2019 | $2,942,000 | +0.7% | 52,721 | -2.2% | 0.64% | -46.7% |
| Q4 2018 | $2,923,000 | +179.7% | 53,883 | +181.1% | 1.20% | +239.9% |
| Q3 2018 | $1,045,000 | -30.7% | 19,169 | -30.2% | 0.35% | -26.6% |
| Q2 2018 | $1,509,000 | -7.4% | 27,476 | -7.6% | 0.48% | +0.2% |
| Q1 2018 | $1,629,000 | -1.5% | 29,731 | -2.5% | 0.48% | +25.7% |
| Q4 2017 | $1,653,000 | +55.4% | 30,483 | +56.5% | 0.38% | +10.4% |
| Q3 2017 | $1,064,000 | -30.8% | 19,484 | -31.0% | 0.35% | -18.2% |
| Q2 2017 | $1,537,000 | +20.6% | 28,252 | +17.3% | 0.42% | -77.8% |
| Q4 2015 | $1,274,000 | -35.7% | 24,087 | -35.6% | 1.90% | -49.4% |
| Q3 2015 | $1,980,000 | +35.4% | 37,399 | +33.9% | 3.76% | +99.3% |
| Q2 2015 | $1,462,000 | – | 27,924 | – | 1.89% | – |
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% |