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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,805,413 | +31.7% | 79,561 | +34.6% | 0.17% | +35.4% |
Q2 2023 | $2,889,912 | +20.3% | 59,123 | +20.4% | 0.13% | +9.5% |
Q1 2023 | $2,402,671 | +22.1% | 49,114 | +18.3% | 0.12% | -82.8% |
Q4 2022 | $1,968,392 | +25.6% | 41,501 | +26.4% | 0.68% | +642.9% |
Q3 2022 | $1,567,000 | -80.8% | 32,835 | -77.2% | 0.09% | -74.4% |
Q4 2019 | $8,145,000 | +205.2% | 143,951 | +192.8% | 0.36% | -16.1% |
Q1 2017 | $2,669,000 | – | 49,169 | – | 0.42% | – |
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% |