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 | $2,411 | +279.1% | 49,531 | +283.0% | 0.01% | +266.7% |
| Q1 2024 | $636 | -22.8% | 12,934 | -22.5% | 0.00% | -25.0% |
| Q4 2023 | $824 | +36.2% | 16,688 | +32.0% | 0.00% | 0.0% |
| Q3 2023 | $605 | -24.5% | 12,641 | -22.8% | 0.00% | -20.0% |
| Q2 2023 | $801 | +6.8% | 16,384 | +6.8% | 0.01% | 0.0% |
| Q1 2023 | $750 | +108.3% | 15,338 | +102.3% | 0.01% | +66.7% |
| Q4 2022 | $360 | -99.9% | 7,582 | -17.6% | 0.00% | 0.0% |
| Q3 2022 | $439,000 | +96.9% | 9,204 | +104.8% | 0.00% | +50.0% |
| Q2 2022 | $223,000 | -11.5% | 4,495 | -6.5% | 0.00% | 0.0% |
| Q1 2022 | $252,000 | -41.4% | 4,806 | -38.3% | 0.00% | -33.3% |
| Q4 2021 | $430,000 | -34.5% | 7,794 | -32.2% | 0.00% | -40.0% |
| Q2 2021 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $656,000 | 0.0% | 11,496 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $656,000 | +218.4% | 11,496 | +202.8% | 0.01% | 0.0% |
| Q4 2018 | $206,000 | +232.3% | 3,797 | +235.1% | 0.01% | +150.0% |
| Q3 2018 | $62,000 | +67.6% | 1,133 | +65.6% | 0.00% | +100.0% |
| Q2 2018 | $37,000 | +54.2% | 684 | +55.1% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | -64.2% | 441 | -64.3% | 0.00% | -66.7% |
| Q4 2017 | $67,000 | 0.0% | 1,234 | -0.2% | 0.00% | 0.0% |
| Q3 2017 | $67,000 | +97.1% | 1,236 | +95.9% | 0.00% | +50.0% |
| Q2 2017 | $34,000 | +13.3% | 631 | +12.9% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | 0.0% | 559 | +2.9% | 0.00% | 0.0% |
| Q3 2016 | $30,000 | – | 543 | – | 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% |