Private Capital Group, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 358 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q2 2022$375,000
-90.7%
7,566
-90.2%
0.28%
-69.1%
Q1 2022$4,029,000
-11.8%
76,834
-7.3%
0.91%
-5.7%
Q4 2021$4,570,000
+9.5%
82,855
+13.0%
0.97%
+3.1%
Q3 2021$4,175,000
-6.4%
73,294
-6.2%
0.94%
-7.3%
Q2 2021$4,460,000
-0.4%
78,106
-0.3%
1.01%
-8.8%
Q1 2021$4,477,000
-19.3%
78,373
-17.3%
1.11%
+8.7%
Q4 2020$5,549,000
+2.9%
94,772
+2.3%
1.02%
-9.7%
Q3 2020$5,390,000
+14.4%
92,640
+13.5%
1.13%
+11.1%
Q2 2020$4,712,000
+14.6%
81,613
+11.6%
1.02%
-4.1%
Q1 2020$4,113,000
+7.2%
73,107
+7.8%
1.06%
+30.1%
Q4 2019$3,837,000
-24.6%
67,830
-21.6%
0.82%
-9.3%
Q3 2019$5,092,000
+51.3%
86,550
+40.7%
0.90%
+17.4%
Q2 2019$3,366,000
-20.2%
61,532
-18.7%
0.77%
-4.2%
Q1 2019$4,220,000
+5.7%
75,665
+2.8%
0.80%
-6.9%
Q4 2018$3,993,000
+4.0%
73,610
+4.6%
0.86%
+12.0%
Q3 2018$3,839,000
+6.9%
70,395
+7.3%
0.77%
-1.0%
Q2 2018$3,590,000
+1.5%
65,635
+1.5%
0.78%
-1.4%
Q1 2018$3,538,000
+2.6%
64,641
+3331.1%
0.79%
-3.1%
Q4 2017$3,448,0001,8840.81%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2017
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,022,085$59,005,00025.32%
Brickley Wealth Management 672,008$38,795,00013.06%
Resource Planning Group 274,712$15,859,00011.86%
McCarthy Grittinger Financial Group, LLC 307,919$17,776,16510.54%
Ally Invest Advisors Inc. 589,501$34,032,00010.53%
Capstone Financial Advisors, Inc. 1,428,296$82,456,0009.43%
HT Partners LLC 362,809$20,945,0008.44%
AllSquare Wealth Management LLC 184,506$10,652,0008.02%
Summit Wealth Group, LLC 149,819$8,649,0007.91%
Avion Wealth 380,739$21,980,0007.65%
View complete list of VANGUARD CHARLOTTE FDS shareholders