VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 490 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $293,238 | +2.9% | 6,025 | +16.7% | 0.02% | -26.5% |
| Q4 2021 | $285,000 | +1195.5% | 5,162 | +1240.8% | 0.03% | +1033.3% |
| Q3 2021 | $22,000 | -15.4% | 385 | -15.4% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | -35.0% | 455 | -34.4% | 0.00% | -50.0% |
| Q1 2021 | $40,000 | -2.4% | 694 | -0.6% | 0.01% | 0.0% |
| Q4 2020 | $41,000 | -18.0% | 698 | -18.6% | 0.01% | -33.3% |
| Q3 2020 | $50,000 | -19.4% | 857 | -20.6% | 0.01% | -25.0% |
| Q2 2020 | $62,000 | +82.4% | 1,080 | +77.6% | 0.01% | +71.4% |
| Q1 2020 | $34,000 | -17.1% | 608 | -17.1% | 0.01% | 0.0% |
| Q4 2019 | $41,000 | +13.9% | 733 | +19.6% | 0.01% | 0.0% |
| Q3 2019 | $36,000 | +56.5% | 613 | +54.0% | 0.01% | +40.0% |
| Q2 2019 | $23,000 | +109.1% | 398 | +105.2% | 0.01% | +66.7% |
| Q1 2019 | $11,000 | -8.3% | 194 | -11.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -25.0% | 218 | -23.5% | 0.00% | -25.0% |
| Q3 2018 | $16,000 | +14.3% | 285 | +10.9% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +16.7% | 257 | +16.3% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | – | 221 | – | 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% |