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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $213,000 | +0.5% | 3,730 | 0.0% | 0.02% | +5.0% |
Q2 2021 | $212,000 | -0.5% | 3,730 | 0.0% | 0.02% | -9.1% |
Q1 2021 | $213,000 | -2.7% | 3,730 | -0.5% | 0.02% | -8.3% |
Q4 2020 | $219,000 | +0.9% | 3,748 | +0.5% | 0.02% | -14.3% |
Q3 2020 | $217,000 | -84.4% | 3,730 | -85.4% | 0.03% | -90.4% |
Q4 2017 | $1,393,000 | -42.4% | 25,629 | -42.2% | 0.29% | -46.7% |
Q3 2017 | $2,420,000 | -14.6% | 44,328 | -15.0% | 0.55% | -19.2% |
Q2 2017 | $2,833,000 | -10.5% | 52,122 | -10.8% | 0.68% | -15.4% |
Q1 2017 | $3,164,000 | -2.0% | 58,460 | -1.7% | 0.80% | -8.8% |
Q4 2016 | $3,227,000 | +21.8% | 59,444 | +25.7% | 0.88% | +17.1% |
Q3 2016 | $2,650,000 | +2.0% | 47,287 | +1.3% | 0.75% | -2.5% |
Q2 2016 | $2,599,000 | -1.1% | 46,662 | -3.2% | 0.77% | -3.0% |
Q1 2016 | $2,629,000 | +19.7% | 48,217 | +16.1% | 0.80% | +16.0% |
Q4 2015 | $2,197,000 | – | 41,547 | – | 0.69% | – |
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% |