VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $31,000 | -6.1% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $33,000 | -35.3% | 602 | -32.6% | 0.00% | -42.9% |
| Q3 2021 | $51,000 | -20.3% | 893 | -20.1% | 0.01% | -12.5% |
| Q2 2021 | $64,000 | -9.9% | 1,117 | -10.1% | 0.01% | -20.0% |
| Q1 2021 | $71,000 | +61.4% | 1,242 | +65.6% | 0.01% | +66.7% |
| Q4 2020 | $44,000 | 0.0% | 750 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $44,000 | +2.3% | 750 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $43,000 | +2.4% | 750 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $42,000 | -36.4% | 750 | -35.9% | 0.01% | -20.0% |
| Q4 2019 | $66,000 | +43.5% | 1,170 | +50.6% | 0.01% | +25.0% |
| Q3 2019 | $46,000 | +2.2% | 777 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $45,000 | -10.0% | 777 | -13.3% | 0.01% | -11.1% |
| Q1 2019 | $50,000 | +2.0% | 896 | -1.8% | 0.01% | -10.0% |
| Q4 2018 | $49,000 | -3.9% | 912 | -2.9% | 0.01% | 0.0% |
| Q3 2018 | $51,000 | 0.0% | 939 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $51,000 | -30.1% | 939 | -29.8% | 0.01% | -35.3% |
| Q1 2018 | $73,000 | +87.2% | 1,337 | +86.7% | 0.02% | +54.5% |
| Q4 2017 | $39,000 | +1850.0% | 716 | +1735.9% | 0.01% | +1000.0% |
| Q1 2015 | $2,000 | – | 39 | – | 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% |