VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $74,000 | -2.6% | 1,340 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $76,000 | 0.0% | 1,340 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $76,000 | 0.0% | 1,339 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $76,000 | +162.1% | 1,339 | +164.1% | 0.01% | +150.0% |
| Q4 2020 | $29,000 | -3.3% | 507 | -1.7% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +20.0% | 516 | +15.4% | 0.00% | 0.0% |
| Q2 2020 | $25,000 | -66.7% | 447 | -66.8% | 0.00% | -71.4% |
| Q1 2020 | $75,000 | +1.4% | 1,346 | +1.7% | 0.01% | +16.7% |
| Q4 2019 | $74,000 | -17.8% | 1,324 | -13.7% | 0.01% | -25.0% |
| Q3 2019 | $90,000 | +18.4% | 1,534 | +14.5% | 0.01% | +14.3% |
| Q2 2019 | $76,000 | -8.4% | 1,340 | -10.1% | 0.01% | -12.5% |
| Q1 2019 | $83,000 | +3.8% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $80,000 | +14.3% | 1,490 | +14.9% | 0.01% | +28.6% |
| Q3 2018 | $70,000 | +191.7% | 1,297 | +190.2% | 0.01% | +133.3% |
| Q2 2018 | $24,000 | +4.3% | 447 | +4.2% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | +666.7% | 429 | +639.7% | 0.00% | – |
| Q3 2017 | $3,000 | – | 58 | – | 0.00% | – |
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% |