VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $231,000 | -56.0% | 4,398 | -53.9% | 0.02% | -53.7% |
| Q4 2021 | $525,000 | +110.0% | 9,531 | +116.7% | 0.04% | -10.9% |
| Q3 2021 | $250,000 | -2.3% | 4,398 | -1.9% | 0.05% | +39.4% |
| Q2 2021 | $256,000 | -89.1% | 4,481 | -89.1% | 0.03% | -90.7% |
| Q1 2021 | $2,345,000 | +808.9% | 41,064 | +828.6% | 0.36% | +834.2% |
| Q4 2020 | $258,000 | -5.8% | 4,422 | -6.1% | 0.04% | -15.6% |
| Q3 2020 | $274,000 | +7.5% | 4,710 | +6.5% | 0.04% | -4.3% |
| Q2 2020 | $255,000 | +4.9% | 4,422 | +2.4% | 0.05% | -16.1% |
| Q1 2020 | $243,000 | -2.8% | 4,317 | -2.1% | 0.06% | +33.3% |
| Q4 2019 | $250,000 | -3.5% | 4,411 | 0.0% | 0.04% | -4.5% |
| Q3 2019 | $259,000 | +2.8% | 4,411 | +0.1% | 0.04% | -20.0% |
| Q2 2019 | $252,000 | +2.9% | 4,407 | +0.3% | 0.06% | -8.3% |
| Q1 2019 | $245,000 | +3.4% | 4,394 | +0.2% | 0.06% | -14.3% |
| Q4 2018 | $237,000 | +1.7% | 4,386 | +2.3% | 0.07% | +22.8% |
| Q3 2018 | $233,000 | -0.4% | 4,289 | +0.3% | 0.06% | -8.1% |
| Q2 2018 | $234,000 | +0.4% | 4,278 | +0.3% | 0.06% | -13.9% |
| Q1 2018 | $233,000 | 0.0% | 4,267 | -0.8% | 0.07% | +7.5% |
| Q4 2017 | $233,000 | -1.3% | 4,301 | -0.9% | 0.07% | -15.2% |
| Q3 2017 | $236,000 | -2.5% | 4,341 | -2.6% | 0.08% | -8.1% |
| Q2 2017 | $242,000 | -2.0% | 4,458 | -2.5% | 0.09% | -9.5% |
| Q1 2017 | $247,000 | 0.0% | 4,572 | +0.2% | 0.10% | -12.8% |
| Q4 2016 | $247,000 | -2.4% | 4,565 | +1.0% | 0.11% | -9.2% |
| Q3 2016 | $253,000 | +6.8% | 4,519 | +6.2% | 0.12% | +5.3% |
| Q2 2016 | $237,000 | +2.2% | 4,257 | +0.3% | 0.11% | -1.7% |
| Q1 2016 | $232,000 | +3.6% | 4,245 | +0.2% | 0.12% | 0.0% |
| Q4 2015 | $224,000 | – | 4,237 | – | 0.12% | – |
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% |