VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 471 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $321,000 | -3.3% | 5,624 | -1.4% | 0.03% | -16.1% |
| Q4 2020 | $332,000 | +10.7% | 5,704 | +10.9% | 0.03% | -13.9% |
| Q3 2020 | $300,000 | +1.4% | 5,143 | +0.9% | 0.04% | -2.7% |
| Q2 2020 | $296,000 | +3.1% | 5,099 | +0.9% | 0.04% | -15.9% |
| Q1 2020 | $287,000 | -41.7% | 5,054 | -41.6% | 0.04% | -27.9% |
| Q4 2019 | $492,000 | -0.8% | 8,658 | +2.0% | 0.06% | -12.9% |
| Q3 2019 | $496,000 | +1.4% | 8,490 | +0.3% | 0.07% | 0.0% |
| Q2 2019 | $489,000 | +16.4% | 8,466 | +12.1% | 0.07% | +12.9% |
| Q1 2019 | $420,000 | -7.1% | 7,553 | -9.6% | 0.06% | -7.5% |
| Q4 2018 | $452,000 | +11.3% | 8,352 | +12.5% | 0.07% | +11.7% |
| Q3 2018 | $406,000 | -0.5% | 7,427 | -0.4% | 0.06% | -4.8% |
| Q2 2018 | $408,000 | +0.7% | 7,455 | +0.8% | 0.06% | -8.7% |
| Q1 2018 | $405,000 | +0.7% | 7,396 | +0.1% | 0.07% | +4.5% |
| Q4 2017 | $402,000 | +0.5% | 7,387 | +0.9% | 0.07% | -2.9% |
| Q3 2017 | $400,000 | +4.4% | 7,320 | +3.4% | 0.07% | -37.0% |
| Q1 2017 | $383,000 | – | 7,076 | – | 0.11% | – |
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% |