VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |