VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $495,391 | -1.7% | 10,179 | -0.6% | 0.03% | +6.9% |
Q1 2024 | $503,772 | +54.1% | 10,241 | +54.7% | 0.03% | +38.1% |
Q4 2023 | $326,892 | -7.3% | 6,622 | -10.1% | 0.02% | -16.0% |
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. | 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% |