VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $730 | -1.1% | 15 | 0.0% | 0.00% | – |
Q1 2024 | $738 | -83.6% | 15 | -83.5% | 0.00% | – |
Q4 2023 | $4,492 | +526.5% | 91 | +506.7% | 0.00% | – |
Q3 2023 | $717 | -2.2% | 15 | 0.0% | 0.00% | – |
Q2 2023 | $733 | -0.1% | 15 | 0.0% | 0.00% | – |
Q1 2023 | $734 | -86.5% | 15 | -87.0% | 0.00% | -100.0% |
Q4 2022 | $5,454 | +9.1% | 115 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | -95.6% | 115 | -95.0% | 0.00% | -93.3% |
Q2 2022 | $114,000 | -18.6% | 2,292 | -14.4% | 0.02% | 0.0% |
Q1 2022 | $140,000 | +536.4% | 2,677 | +569.2% | 0.02% | +650.0% |
Q4 2021 | $22,000 | -4.3% | 400 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $23,000 | -62.3% | 400 | -61.4% | 0.00% | -66.7% |
Q4 2020 | $61,000 | 0.0% | 1,035 | -1.9% | 0.01% | -10.0% |
Q3 2020 | $61,000 | 0.0% | 1,055 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $61,000 | -97.0% | 1,055 | -97.1% | 0.01% | -97.4% |
Q1 2020 | $2,063,000 | +16.2% | 36,664 | +16.8% | 0.38% | +29.9% |
Q4 2019 | $1,776,000 | -1.6% | 31,389 | +2.4% | 0.29% | -10.1% |
Q3 2019 | $1,804,000 | +5.6% | 30,659 | +2.8% | 0.33% | +4.8% |
Q2 2019 | $1,709,000 | +12.6% | 29,825 | +9.6% | 0.31% | +8.0% |
Q1 2019 | $1,518,000 | +6.1% | 27,220 | +3.2% | 0.29% | -4.3% |
Q4 2018 | $1,431,000 | +1.9% | 26,370 | +2.4% | 0.30% | +13.1% |
Q3 2018 | $1,405,000 | +4.9% | 25,760 | +5.6% | 0.27% | -1.8% |
Q2 2018 | $1,339,000 | +14777.8% | 24,390 | +14504.8% | 0.27% | +13500.0% |
Q4 2017 | $9,000 | – | 167 | – | 0.00% | – |
Q3 2017 | $0 | – | 0 | – | 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% |