VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,393 | -53.4% | 48,300 | -55.0% | 0.04% | -57.6% |
| Q3 2023 | $5,133 | +29.9% | 107,326 | +32.8% | 0.09% | +35.3% |
| Q2 2023 | $3,950 | +2023.7% | 80,809 | +2026.6% | 0.07% | +1600.0% |
| Q1 2023 | $186 | -18.8% | 3,800 | -21.2% | 0.00% | -20.0% |
| Q4 2022 | $229 | -99.9% | 4,820 | +8.0% | 0.01% | 0.0% |
| Q3 2022 | $213,000 | -3.6% | 4,465 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $221,000 | +11.1% | 4,465 | +17.5% | 0.00% | +33.3% |
| Q1 2022 | $199,000 | -5.7% | 3,800 | -0.7% | 0.00% | -25.0% |
| Q4 2021 | $211,000 | -15.9% | 3,826 | -13.3% | 0.00% | -20.0% |
| Q3 2021 | $251,000 | +5.9% | 4,412 | +6.3% | 0.01% | 0.0% |
| Q2 2021 | $237,000 | 0.0% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | -2.5% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $243,000 | +0.8% | 4,150 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $241,000 | +0.4% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $240,000 | +1.3% | 4,150 | -1.5% | 0.01% | -14.3% |
| Q1 2020 | $237,000 | -2.9% | 4,213 | +1.5% | 0.01% | +16.7% |
| Q3 2019 | $244,000 | +2.5% | 4,150 | 0.0% | 0.01% | -33.3% |
| Q2 2019 | $238,000 | +3.0% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $231,000 | +2.7% | 4,150 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $225,000 | -0.4% | 4,150 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $226,000 | -0.4% | 4,150 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $227,000 | 0.0% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $227,000 | +0.4% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $226,000 | -0.4% | 4,150 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $227,000 | +0.4% | 4,150 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $226,000 | -2.2% | 4,150 | -2.6% | 0.01% | -9.1% |
| Q1 2017 | $231,000 | -20.9% | 4,260 | -20.8% | 0.01% | -21.4% |
| Q4 2016 | $292,000 | +17.3% | 5,377 | +20.8% | 0.01% | +16.7% |
| Q3 2016 | $249,000 | +15.3% | 4,452 | +14.6% | 0.01% | +9.1% |
| Q2 2016 | $216,000 | +1.9% | 3,885 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $212,000 | +3.4% | 3,885 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $205,000 | – | 3,885 | – | 0.01% | – |
Download | ||||||
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% |