VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,093,283 | +7.3% | 22,463 | +8.5% | 0.49% | +11.5% |
Q1 2024 | $1,018,648 | +0.6% | 20,708 | +0.9% | 0.44% | -11.2% |
Q4 2023 | $1,012,829 | +13.5% | 20,517 | +9.9% | 0.50% | 0.0% |
Q3 2023 | $892,705 | +13.5% | 18,664 | +16.0% | 0.50% | +15.0% |
Q2 2023 | $786,596 | -0.7% | 16,092 | -0.6% | 0.43% | -5.0% |
Q1 2023 | $791,820 | +2.1% | 16,186 | -1.0% | 0.46% | +0.2% |
Q4 2022 | $775,637 | +2.9% | 16,353 | +3.5% | 0.46% | -0.9% |
Q3 2022 | $754,000 | -3.3% | 15,800 | +0.3% | 0.46% | +4.6% |
Q2 2022 | $780,000 | -6.2% | 15,752 | -0.8% | 0.44% | +10.3% |
Q1 2022 | $832,000 | -35.1% | 15,875 | -31.7% | 0.40% | -31.3% |
Q4 2021 | $1,282,000 | +9.1% | 23,241 | +12.6% | 0.58% | +4.3% |
Q3 2021 | $1,175,000 | +0.9% | 20,633 | +1.2% | 0.56% | +1.3% |
Q2 2021 | $1,164,000 | +11.1% | 20,379 | +11.1% | 0.55% | +6.4% |
Q1 2021 | $1,048,000 | +20.5% | 18,345 | +23.5% | 0.52% | +17.3% |
Q4 2020 | $870,000 | +8.6% | 14,858 | +8.0% | 0.44% | -44.0% |
Q3 2020 | $801,000 | +3.6% | 13,759 | +2.7% | 0.78% | +27.5% |
Q2 2020 | $773,000 | +2.8% | 13,398 | +0.2% | 0.62% | -14.7% |
Q1 2020 | $752,000 | +12.7% | 13,370 | +13.5% | 0.72% | +85.8% |
Q4 2019 | $667,000 | -0.3% | 11,780 | +3.6% | 0.39% | -8.5% |
Q3 2019 | $669,000 | +6.5% | 11,373 | +3.8% | 0.42% | -7.4% |
Q2 2019 | $628,000 | +3.1% | 10,952 | +0.3% | 0.46% | -3.4% |
Q1 2019 | $609,000 | +131.6% | 10,921 | +125.4% | 0.47% | +127.9% |
Q4 2018 | $263,000 | – | 4,846 | – | 0.21% | – |
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% |