VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 554 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $51,006 | +13.8% | 1,048 | +15.0% | 0.01% | +14.3% |
| Q1 2024 | $44,812 | -56.3% | 911 | -56.2% | 0.01% | -61.1% |
| Q4 2023 | $102,580 | +3.2% | 2,078 | 0.0% | 0.02% | -10.0% |
| Q3 2023 | $99,391 | -2.9% | 2,078 | -0.8% | 0.02% | -4.8% |
| Q2 2023 | $102,404 | -0.1% | 2,095 | 0.0% | 0.02% | -12.5% |
| Q1 2023 | $102,487 | +159.7% | 2,095 | +151.8% | 0.02% | +140.0% |
| Q4 2022 | $39,462 | -1.3% | 832 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $40,000 | -18.4% | 832 | -16.4% | 0.01% | -26.7% |
| Q2 2022 | $49,000 | -5.8% | 995 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $52,000 | -5.5% | 995 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $55,000 | -3.5% | 995 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $57,000 | 0.0% | 995 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $57,000 | 0.0% | 995 | 0.0% | 0.02% | -15.0% |
| Q1 2021 | $57,000 | -1.7% | 995 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $58,000 | +346.2% | 995 | +342.2% | 0.02% | +250.0% |
| Q3 2020 | $13,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +333.3% | 225 | +262.9% | 0.01% | +200.0% |
| Q1 2020 | $3,000 | -25.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | +33.3% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | +200.0% | 62 | +169.6% | 0.00% | +100.0% |
| Q3 2018 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | – | 23 | – | 0.00% | – |
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% |