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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $337,000 | -31.9% | 6,805 | -27.8% | 0.07% | -22.7% |
Q1 2022 | $495,000 | -7.5% | 9,431 | -2.8% | 0.09% | -1.1% |
Q4 2021 | $535,000 | -2.9% | 9,700 | +0.3% | 0.09% | -9.2% |
Q3 2021 | $551,000 | -0.2% | 9,675 | +0.1% | 0.10% | -3.0% |
Q2 2021 | $552,000 | -3.0% | 9,669 | -3.0% | 0.10% | -22.3% |
Q1 2021 | $569,000 | +0.4% | 9,967 | +2.9% | 0.13% | -8.5% |
Q4 2020 | $567,000 | +8.0% | 9,686 | +7.4% | 0.14% | -17.0% |
Q3 2020 | $525,000 | +18.2% | 9,016 | +17.1% | 0.17% | +0.6% |
Q2 2020 | $444,000 | +5.5% | 7,697 | +2.8% | 0.17% | -11.5% |
Q1 2020 | $421,000 | +43.7% | 7,488 | +44.8% | 0.19% | +74.5% |
Q4 2019 | $293,000 | +20.1% | 5,171 | +24.8% | 0.11% | 0.0% |
Q3 2019 | $244,000 | +10.9% | 4,142 | +8.0% | 0.11% | +15.8% |
Q2 2019 | $220,000 | +3.3% | 3,834 | +0.6% | 0.10% | -12.8% |
Q1 2019 | $213,000 | +8.7% | 3,813 | +5.4% | 0.11% | -15.5% |
Q4 2018 | $196,000 | -2.5% | 3,616 | -1.8% | 0.13% | +7.5% |
Q3 2018 | $201,000 | +240.7% | 3,682 | +241.9% | 0.12% | +90.5% |
Q2 2018 | $59,000 | -44.9% | 1,077 | -44.7% | 0.06% | -20.3% |
Q1 2018 | $107,000 | +32.1% | 1,947 | +30.1% | 0.08% | +29.5% |
Q4 2017 | $81,000 | +8.0% | 1,496 | +9.4% | 0.06% | -9.0% |
Q3 2017 | $75,000 | +400.0% | 1,367 | +400.7% | 0.07% | +318.8% |
Q2 2017 | $15,000 | +1400.0% | 273 | +1265.0% | 0.02% | +1500.0% |
Q4 2016 | $1,000 | – | 20 | – | 0.00% | – |
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% |