VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $227,728 | -57.0% | 4,801 | -56.7% | 0.03% | -55.9% |
Q3 2022 | $529,000 | -17.0% | 11,087 | -13.8% | 0.06% | -11.9% |
Q2 2022 | $637,000 | -41.1% | 12,863 | -37.6% | 0.07% | -34.3% |
Q1 2022 | $1,081,000 | -50.8% | 20,612 | -48.2% | 0.10% | -49.5% |
Q4 2021 | $2,197,000 | -17.8% | 39,821 | -15.1% | 0.20% | -19.2% |
Q3 2021 | $2,672,000 | -1.8% | 46,907 | -1.6% | 0.25% | -2.0% |
Q2 2021 | $2,722,000 | -11.3% | 47,670 | -11.3% | 0.26% | -20.3% |
Q1 2021 | $3,070,000 | -7.2% | 53,750 | -4.8% | 0.32% | -14.9% |
Q4 2020 | $3,307,000 | -18.8% | 56,481 | -19.4% | 0.38% | -32.5% |
Q3 2020 | $4,075,000 | -14.6% | 70,039 | -15.3% | 0.56% | -20.8% |
Q2 2020 | $4,772,000 | -20.8% | 82,667 | -22.8% | 0.70% | -33.3% |
Q1 2020 | $6,025,000 | -14.8% | 107,089 | -14.3% | 1.05% | -11.4% |
Q4 2019 | $7,070,000 | -6.0% | 124,952 | -2.3% | 1.19% | -12.7% |
Q3 2019 | $7,521,000 | +1.7% | 127,845 | -0.9% | 1.36% | -0.9% |
Q2 2019 | $7,392,000 | -3.7% | 129,012 | -6.3% | 1.38% | -8.1% |
Q1 2019 | $7,676,000 | -8.5% | 137,628 | -11.0% | 1.50% | -21.9% |
Q4 2018 | $8,386,000 | +38.2% | 154,587 | +39.0% | 1.92% | +39.1% |
Q3 2018 | $6,067,000 | -1.3% | 111,239 | -1.0% | 1.38% | -16.5% |
Q2 2018 | $6,148,000 | +2.5% | 112,380 | +2.6% | 1.65% | -4.4% |
Q1 2018 | $5,997,000 | +1.1% | 109,580 | +0.4% | 1.73% | +10.9% |
Q4 2017 | $5,933,000 | +8.6% | 109,125 | +9.1% | 1.56% | +2.2% |
Q3 2017 | $5,462,000 | +9.8% | 100,057 | +9.3% | 1.52% | +2.8% |
Q2 2017 | $4,975,000 | +7.7% | 91,512 | +7.3% | 1.48% | +3.9% |
Q1 2017 | $4,618,000 | – | 85,310 | – | 1.43% | – |
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% |