VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $334,466 | -0.8% | 7,052 | 0.0% | 0.08% | +15.3% |
| Q3 2022 | $337,000 | -18.8% | 7,052 | -15.9% | 0.07% | -20.0% |
| Q2 2022 | $415,000 | -76.9% | 8,384 | -75.5% | 0.09% | -68.8% |
| Q1 2022 | $1,796,000 | -23.5% | 34,254 | -19.5% | 0.29% | -15.8% |
| Q4 2021 | $2,347,000 | +4.2% | 42,541 | +7.6% | 0.34% | +2.4% |
| Q3 2021 | $2,252,000 | +7.3% | 39,543 | +7.6% | 0.33% | +9.2% |
| Q2 2021 | $2,098,000 | -4.1% | 36,738 | -4.1% | 0.31% | -14.0% |
| Q1 2021 | $2,187,000 | -3.4% | 38,291 | -1.0% | 0.36% | -9.4% |
| Q4 2020 | $2,265,000 | -1.7% | 38,688 | -1.9% | 0.39% | -9.9% |
| Q3 2020 | $2,303,000 | +95.7% | 39,424 | +94.8% | 0.44% | +69.6% |
| Q2 2020 | $1,177,000 | +0.3% | 20,236 | -1.4% | 0.26% | -15.7% |
| Q1 2020 | $1,173,000 | -8.1% | 20,520 | -8.3% | 0.30% | -14.8% |
| Q4 2019 | $1,276,000 | – | 22,378 | – | 0.36% | – |
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% |