VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 471 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $88,000 | 0.0% | 1,547 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $88,000 | 0.0% | 1,547 | 0.0% | 0.03% | -12.5% |
| Q1 2021 | $88,000 | -3.3% | 1,547 | 0.0% | 0.03% | -13.5% |
| Q4 2020 | $91,000 | +658.3% | 1,547 | +622.9% | 0.04% | +516.7% |
| Q4 2019 | $12,000 | -7.7% | 214 | 0.0% | 0.01% | -25.0% |
| Q3 2019 | $13,000 | +8.3% | 214 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $12,000 | +9.1% | 214 | +12.6% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | – | 190 | – | 0.01% | – |
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% |