VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $268,185 | -24.1% | 5,607 | -22.4% | 0.01% | -22.2% |
Q2 2023 | $353,236 | +47.3% | 7,227 | +47.4% | 0.02% | +28.6% |
Q1 2023 | $239,810 | -27.2% | 4,902 | -29.4% | 0.01% | -33.3% |
Q4 2022 | $329,433 | -3.1% | 6,946 | -2.4% | 0.02% | -19.2% |
Q3 2022 | $340,000 | -15.6% | 7,117 | -12.5% | 0.03% | -27.8% |
Q2 2022 | $403,000 | -16.9% | 8,133 | -12.1% | 0.04% | -2.7% |
Q1 2022 | $485,000 | +62.2% | 9,253 | +70.8% | 0.04% | +68.2% |
Q4 2021 | $299,000 | +7.9% | 5,419 | +11.6% | 0.02% | -4.3% |
Q3 2021 | $277,000 | +3.0% | 4,856 | +5.1% | 0.02% | -14.8% |
Q3 2020 | $269,000 | -16.7% | 4,619 | -19.5% | 0.03% | -42.6% |
Q1 2020 | $323,000 | -84.1% | 5,741 | -84.5% | 0.05% | -90.9% |
Q2 2018 | $2,029,000 | +0.3% | 37,090 | +0.3% | 0.52% | -4.6% |
Q1 2018 | $2,023,000 | +163.1% | 36,977 | +161.3% | 0.54% | +166.2% |
Q4 2017 | $769,000 | +709.5% | 14,153 | +708.7% | 0.20% | +410.0% |
Q3 2017 | $95,000 | +9400.0% | 1,750 | -80.2% | 0.04% | – |
Q2 2017 | $1,000 | -99.9% | 8,829 | +8.8% | 0.00% | -100.0% |
Q1 2017 | $978,000 | +1711.1% | 8,112 | +713.6% | 0.65% | +1490.2% |
Q4 2016 | $54,000 | – | 997 | – | 0.04% | – |
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% |