VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,731 | -6.1% | 5,723 | -4.1% | 0.03% | -9.7% |
| Q2 2023 | $291,569 | -59.5% | 5,965 | -59.5% | 0.03% | -20.5% |
| Q1 2023 | $720,010 | +1299.0% | 14,718 | +1256.5% | 0.04% | +1200.0% |
| Q4 2022 | $51,465 | -90.6% | 1,085 | -88.7% | 0.00% | -91.9% |
| Q3 2021 | $548,000 | +76.8% | 9,619 | +77.4% | 0.04% | +68.2% |
| Q2 2021 | $310,000 | -5.8% | 5,422 | -5.9% | 0.02% | -21.4% |
| Q1 2021 | $329,000 | +153.1% | 5,763 | +159.7% | 0.03% | +133.3% |
| Q4 2020 | $130,000 | -53.7% | 2,219 | -54.9% | 0.01% | -36.8% |
| Q3 2020 | $281,000 | +148.7% | 4,916 | +150.1% | 0.02% | +26.7% |
| Q2 2020 | $113,000 | -18.7% | 1,966 | -20.6% | 0.02% | -37.5% |
| Q1 2020 | $139,000 | +26.4% | 2,476 | +27.3% | 0.02% | +71.4% |
| Q4 2019 | $110,000 | -9.8% | 1,945 | -5.9% | 0.01% | -30.0% |
| Q3 2019 | $122,000 | -4.7% | 2,068 | -7.4% | 0.02% | -20.0% |
| Q2 2019 | $128,000 | -2.3% | 2,234 | -4.6% | 0.02% | -3.8% |
| Q1 2019 | $131,000 | +12.0% | 2,341 | +8.2% | 0.03% | -13.3% |
| Q4 2018 | $117,000 | -1.7% | 2,164 | -0.6% | 0.03% | +57.9% |
| Q3 2018 | $119,000 | – | 2,176 | – | 0.02% | – |
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% |