VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,940 | -59.6% | 166 | -58.7% | 0.00% | -50.0% |
Q2 2023 | $19,650 | +14.8% | 402 | +14.9% | 0.00% | 0.0% |
Q1 2023 | $17,122 | +2.3% | 350 | -0.8% | 0.00% | 0.0% |
Q4 2022 | $16,743 | -1.5% | 353 | -1.9% | 0.00% | 0.0% |
Q3 2022 | $17,000 | +21.4% | 360 | +30.0% | 0.00% | +100.0% |
Q2 2022 | $14,000 | -17.6% | 277 | -16.1% | 0.00% | -50.0% |
Q1 2022 | $17,000 | -77.6% | 330 | -75.2% | 0.00% | -75.0% |
Q3 2021 | $76,000 | -5.0% | 1,330 | -5.0% | 0.01% | 0.0% |
Q2 2021 | $80,000 | -33.3% | 1,400 | -33.3% | 0.01% | -42.9% |
Q1 2021 | $120,000 | -13.0% | 2,098 | -10.7% | 0.01% | -12.5% |
Q4 2020 | $138,000 | +16.9% | 2,350 | +16.3% | 0.02% | 0.0% |
Q3 2020 | $118,000 | +2.6% | 2,020 | +1.3% | 0.02% | 0.0% |
Q2 2020 | $115,000 | +10.6% | 1,994 | +8.3% | 0.02% | -5.9% |
Q1 2020 | $104,000 | +126.1% | 1,842 | +125.7% | 0.02% | +142.9% |
Q4 2019 | $46,000 | +4.5% | 816 | +10.0% | 0.01% | 0.0% |
Q3 2019 | $44,000 | +7.3% | 742 | +2.8% | 0.01% | 0.0% |
Q2 2019 | $41,000 | -10.9% | 722 | -12.8% | 0.01% | -12.5% |
Q1 2019 | $46,000 | +27.8% | 828 | +24.9% | 0.01% | +14.3% |
Q4 2018 | $36,000 | -14.3% | 663 | -14.8% | 0.01% | 0.0% |
Q3 2018 | $42,000 | +250.0% | 778 | +261.9% | 0.01% | +250.0% |
Q2 2018 | $12,000 | 0.0% | 215 | -1.8% | 0.00% | 0.0% |
Q1 2018 | $12,000 | +9.1% | 219 | +7.9% | 0.00% | 0.0% |
Q4 2017 | $11,000 | +1000.0% | 203 | +1253.3% | 0.00% | – |
Q3 2017 | $1,000 | -95.0% | 15 | -96.0% | 0.00% | -100.0% |
Q2 2017 | $20,000 | -45.9% | 372 | -45.4% | 0.00% | -50.0% |
Q1 2017 | $37,000 | +76.2% | 681 | +78.7% | 0.01% | +60.0% |
Q3 2016 | $21,000 | -4.5% | 381 | -3.1% | 0.01% | 0.0% |
Q2 2016 | $22,000 | +83.3% | 393 | +85.4% | 0.01% | +66.7% |
Q1 2016 | $12,000 | – | 212 | – | 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% |