VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 448 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $209,000 | +1.5% | 3,709 | +1.9% | 0.08% | +17.2% |
| Q4 2019 | $206,000 | -76.9% | 3,639 | -76.6% | 0.06% | -78.5% |
| Q2 2019 | $890,000 | +297.3% | 15,537 | +286.5% | 0.30% | +285.7% |
| Q1 2019 | $224,000 | -68.8% | 4,020 | -69.7% | 0.08% | -73.8% |
| Q4 2018 | $719,000 | +22.9% | 13,258 | +23.7% | 0.29% | +44.8% |
| Q3 2018 | $585,000 | +66.2% | 10,719 | +65.3% | 0.20% | +37.2% |
| Q4 2017 | $352,000 | +0.9% | 6,483 | +1.4% | 0.15% | -4.5% |
| Q3 2017 | $349,000 | +0.9% | 6,392 | +0.5% | 0.16% | -9.9% |
| Q2 2017 | $346,000 | +58.0% | 6,362 | +56.9% | 0.17% | +52.2% |
| Q1 2017 | $219,000 | – | 4,054 | – | 0.11% | – |
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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% |