VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $281,000 | +0.4% | 4,915 | +0.2% | 0.05% | -8.0% |
| Q1 2021 | $280,000 | -2.4% | 4,905 | +0.2% | 0.05% | -9.1% |
| Q4 2020 | $287,000 | +1.1% | 4,897 | +0.5% | 0.06% | -12.7% |
| Q3 2020 | $284,000 | +26.8% | 4,875 | +25.5% | 0.06% | +12.5% |
| Q2 2020 | $224,000 | -7.1% | 3,885 | -9.4% | 0.06% | -24.3% |
| Q1 2020 | $241,000 | -0.4% | 4,288 | +0.2% | 0.07% | +23.3% |
| Q4 2019 | $242,000 | -1.2% | 4,281 | +2.7% | 0.06% | -11.8% |
| Q3 2019 | $245,000 | +9.4% | 4,170 | +6.5% | 0.07% | +4.6% |
| Q2 2019 | $224,000 | +2.8% | 3,917 | +0.3% | 0.06% | -5.8% |
| Q1 2019 | $218,000 | +2.8% | 3,906 | +0.2% | 0.07% | -1.4% |
| Q4 2018 | $212,000 | +1.9% | 3,899 | +2.3% | 0.07% | +25.0% |
| Q3 2018 | $208,000 | – | 3,811 | – | 0.06% | – |
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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% |