VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $234,000 | +15.8% | 4,097 | +15.6% | 0.08% | +36.1% |
| Q2 2021 | $202,000 | -37.3% | 3,545 | -37.1% | 0.06% | -31.5% |
| Q1 2021 | $322,000 | +8.4% | 5,632 | +11.2% | 0.09% | +9.9% |
| Q4 2020 | $297,000 | 0.0% | 5,066 | -0.9% | 0.08% | -25.0% |
| Q3 2020 | $297,000 | -4.2% | 5,112 | -4.8% | 0.11% | -18.2% |
| Q2 2020 | $310,000 | -0.6% | 5,368 | -3.0% | 0.13% | -10.2% |
| Q1 2020 | $312,000 | +33.9% | 5,534 | +34.3% | 0.15% | +2.8% |
| Q4 2019 | $233,000 | -58.9% | 4,120 | -57.3% | 0.14% | -58.3% |
| Q3 2019 | $567,000 | +82.3% | 9,642 | +77.9% | 0.34% | +88.5% |
| Q2 2019 | $311,000 | -9.6% | 5,421 | -12.0% | 0.18% | -15.7% |
| Q1 2019 | $344,000 | +4.2% | 6,158 | +1.1% | 0.22% | -14.6% |
| Q4 2018 | $330,000 | +19.6% | 6,092 | +20.3% | 0.25% | +64.3% |
| Q3 2018 | $276,000 | +5.3% | 5,063 | +5.7% | 0.15% | -8.9% |
| Q2 2018 | $262,000 | -11.8% | 4,789 | -11.7% | 0.17% | -19.5% |
| Q1 2018 | $297,000 | -3.9% | 5,423 | -4.6% | 0.21% | -12.5% |
| Q4 2017 | $309,000 | – | 5,686 | – | 0.24% | – |
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% |