VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $450,012 | -0.8% | 9,246 | +0.2% | 0.09% | +2.4% |
| Q1 2024 | $453,693 | -1.0% | 9,223 | -0.7% | 0.08% | +10.5% |
| Q4 2023 | $458,284 | +4.1% | 9,284 | +0.9% | 0.08% | 0.0% |
| Q3 2023 | $440,127 | -1.7% | 9,202 | +0.4% | 0.08% | 0.0% |
| Q2 2023 | $447,799 | +7.1% | 9,161 | +7.2% | 0.08% | +5.6% |
| Q1 2023 | $417,931 | +0.6% | 8,543 | -2.4% | 0.07% | -2.7% |
| Q4 2022 | $415,280 | -22.8% | 8,756 | -22.4% | 0.07% | -28.2% |
| Q3 2022 | $538,000 | -3.9% | 11,281 | -0.2% | 0.10% | +3.0% |
| Q2 2022 | $560,000 | -31.3% | 11,306 | -27.2% | 0.10% | -22.5% |
| Q1 2022 | $815,000 | -1.5% | 15,539 | +3.2% | 0.13% | +1.6% |
| Q4 2021 | $827,000 | -2.5% | 15,059 | +1.2% | 0.13% | -8.6% |
| Q3 2021 | $848,000 | +3.0% | 14,886 | +3.3% | 0.14% | +3.0% |
| Q2 2021 | $823,000 | -0.2% | 14,409 | -0.2% | 0.14% | -6.2% |
| Q1 2021 | $825,000 | +64.0% | 14,440 | +67.9% | 0.14% | +69.4% |
| Q4 2020 | $503,000 | +8283.3% | 8,598 | +7716.4% | 0.08% | +2733.3% |
| Q2 2019 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |