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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $279,661 | -0.5% | 5,746 | +0.5% | 0.02% | 0.0% |
| Q1 2024 | $281,145 | -0.0% | 5,715 | +0.3% | 0.02% | -8.7% |
| Q4 2023 | $281,218 | -14.3% | 5,697 | -17.0% | 0.02% | -23.3% |
| Q3 2023 | $328,258 | -1.4% | 6,863 | +0.7% | 0.03% | 0.0% |
| Q2 2023 | $333,064 | +0.3% | 6,814 | +0.4% | 0.03% | -9.1% |
| Q1 2023 | $331,949 | +3.4% | 6,786 | +0.3% | 0.03% | -5.7% |
| Q4 2022 | $321,067 | +0.0% | 6,769 | +0.7% | 0.04% | -7.9% |
| Q3 2022 | $321,000 | -7.5% | 6,723 | -4.0% | 0.04% | 0.0% |
| Q2 2022 | $347,000 | -1.1% | 7,003 | +4.7% | 0.04% | +11.8% |
| Q1 2022 | $351,000 | -4.6% | 6,689 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $368,000 | -27.4% | 6,678 | -24.8% | 0.03% | -36.5% |
| Q3 2021 | $507,000 | +0.2% | 8,886 | +0.2% | 0.05% | -1.9% |
| Q2 2021 | $506,000 | +25.6% | 8,867 | +28.1% | 0.05% | -27.4% |
| Q3 2020 | $403,000 | +1.0% | 6,923 | +0.2% | 0.07% | -7.6% |
| Q2 2020 | $399,000 | +2.6% | 6,908 | +0.4% | 0.08% | +3.9% |
| Q4 2019 | $389,000 | -5.8% | 6,883 | -4.6% | 0.08% | -8.4% |
| Q2 2019 | $413,000 | +30.7% | 7,212 | +24.0% | 0.08% | +15.3% |
| Q4 2018 | $316,000 | -15.1% | 5,817 | -17.2% | 0.07% | -48.6% |
| Q3 2015 | $372,000 | – | 7,023 | – | 0.14% | – |
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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% |