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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $3,448,000 | – | 1,884 | – | 0.81% | – |
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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% |