VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 360 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,842,999 | +0.8% | 37,867 | +1.9% | 1.34% | +0.8% |
Q1 2024 | $1,827,638 | -3.4% | 37,155 | -3.1% | 1.33% | -8.8% |
Q4 2023 | $1,891,873 | +186.4% | 38,324 | +183.8% | 1.46% | +152.9% |
Q1 2023 | $660,512 | -44.4% | 13,502 | -46.1% | 0.58% | -46.0% |
Q4 2022 | $1,188,466 | +414.5% | 25,057 | +469.6% | 1.07% | +524.6% |
Q1 2022 | $231,000 | -29.8% | 4,399 | -26.2% | 0.17% | -26.9% |
Q4 2021 | $329,000 | 0.0% | 5,961 | +3.1% | 0.23% | -7.9% |
Q3 2021 | $329,000 | -6.0% | 5,780 | -5.7% | 0.25% | -3.8% |
Q2 2021 | $350,000 | -22.2% | 6,129 | -22.2% | 0.26% | -24.6% |
Q1 2021 | $450,000 | -2.4% | 7,881 | +0.2% | 0.35% | -1.1% |
Q4 2020 | $461,000 | +1.1% | 7,869 | +0.5% | 0.35% | -7.8% |
Q3 2020 | $456,000 | +2.5% | 7,832 | +1.6% | 0.38% | +7.9% |
Q2 2020 | $445,000 | +9.1% | 7,709 | +6.3% | 0.36% | -2.5% |
Q1 2020 | $408,000 | -15.7% | 7,251 | -15.2% | 0.36% | +8.3% |
Q4 2019 | $484,000 | -0.6% | 8,550 | +3.3% | 0.34% | -6.9% |
Q3 2019 | $487,000 | +2.1% | 8,276 | -0.7% | 0.36% | +0.8% |
Q2 2019 | $477,000 | +3.0% | 8,332 | +0.3% | 0.36% | -0.6% |
Q1 2019 | $463,000 | +2.9% | 8,309 | +0.2% | 0.36% | -9.8% |
Q4 2018 | $450,000 | -0.4% | 8,294 | +0.1% | 0.40% | -1.5% |
Q3 2018 | $452,000 | 0.0% | 8,287 | +0.3% | 0.41% | -7.9% |
Q2 2018 | $452,000 | +2.0% | 8,265 | +2.0% | 0.44% | +0.9% |
Q1 2018 | $443,000 | +2.1% | 8,101 | +1.5% | 0.44% | +3.8% |
Q4 2017 | $434,000 | – | 7,985 | – | 0.42% | – |
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% |