VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,510 | -4.1% | 7,370 | -2.0% | 0.02% | -3.8% |
| Q2 2023 | $367,437 | -7.3% | 7,517 | -7.3% | 0.03% | -7.1% |
| Q1 2023 | $396,473 | -27.5% | 8,105 | -29.7% | 0.03% | -31.7% |
| Q4 2022 | $546,790 | -67.1% | 11,528 | -66.9% | 0.04% | -70.1% |
| Q3 2022 | $1,662,000 | -5.5% | 34,840 | -1.8% | 0.14% | -4.2% |
| Q2 2022 | $1,758,000 | -11.0% | 35,483 | -5.9% | 0.14% | +10.0% |
| Q1 2022 | $1,976,000 | -1.6% | 37,692 | +3.5% | 0.13% | +3.2% |
| Q4 2021 | $2,008,000 | +1.1% | 36,408 | +4.4% | 0.13% | -6.0% |
| Q3 2021 | $1,987,000 | -1.0% | 34,884 | -0.8% | 0.13% | 0.0% |
| Q2 2021 | $2,008,000 | +7.8% | 35,156 | +7.8% | 0.13% | +1.5% |
| Q1 2021 | $1,862,000 | +51.5% | 32,598 | +55.3% | 0.13% | +57.1% |
| Q4 2020 | $1,229,000 | +209.6% | 20,991 | +207.6% | 0.08% | +147.1% |
| Q3 2020 | $397,000 | +9.7% | 6,824 | +8.6% | 0.03% | 0.0% |
| Q2 2020 | $362,000 | +19.5% | 6,282 | +16.7% | 0.03% | -20.9% |
| Q1 2020 | $303,000 | -46.5% | 5,382 | -46.1% | 0.04% | -28.3% |
| Q4 2019 | $566,000 | -2.2% | 9,991 | +1.4% | 0.06% | -9.1% |
| Q3 2019 | $579,000 | +6.6% | 9,854 | +3.8% | 0.07% | +4.8% |
| Q2 2019 | $543,000 | -35.4% | 9,491 | -37.0% | 0.06% | -40.0% |
| Q1 2019 | $841,000 | +272.1% | 15,073 | +263.0% | 0.10% | +320.0% |
| Q3 2018 | $226,000 | +6.6% | 4,152 | +7.3% | 0.02% | -10.7% |
| Q1 2018 | $212,000 | -69.8% | 3,868 | -70.1% | 0.03% | -70.8% |
| Q4 2017 | $703,000 | – | 12,922 | – | 0.10% | – |
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% |