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 2021 | $3,746,000 | +13.7% | 65,579 | +16.5% | 2.22% | +3.1% |
| Q4 2020 | $3,294,000 | -2.7% | 56,270 | -3.3% | 2.16% | -22.8% |
| Q3 2020 | $3,385,000 | -1.2% | 58,189 | -2.0% | 2.79% | -12.3% |
| Q2 2020 | $3,427,000 | +2.2% | 59,370 | -0.4% | 3.19% | -0.7% |
| Q1 2020 | $3,354,000 | +250.8% | 59,634 | +252.6% | 3.21% | +294.2% |
| Q4 2019 | $956,000 | -1.3% | 16,911 | +2.7% | 0.81% | -9.4% |
| Q3 2019 | $969,000 | +3.0% | 16,473 | +0.3% | 0.90% | -5.3% |
| Q2 2019 | $941,000 | +2.7% | 16,427 | 0.0% | 0.95% | -14.0% |
| Q1 2019 | $916,000 | – | 16,427 | – | 1.10% | – |
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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% |