VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 205 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $219,674 | +3.2% | 4,450 | 0.0% | 0.06% | -4.4% |
| Q3 2023 | $212,844 | -27.6% | 4,450 | -26.0% | 0.07% | -27.7% |
| Q2 2023 | $294,111 | +494.3% | 6,017 | +493.4% | 0.09% | +452.9% |
| Q1 2023 | $49,492 | +2.9% | 1,014 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $48,094 | +0.2% | 1,014 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $48,000 | -4.0% | 1,014 | 0.0% | 0.02% | +5.6% |
| Q2 2022 | $50,000 | -89.3% | 1,014 | -88.7% | 0.02% | -88.0% |
| Q1 2022 | $469,000 | +4.2% | 8,939 | +9.5% | 0.15% | +2.0% |
| Q4 2021 | $450,000 | -3.2% | 8,163 | 0.0% | 0.15% | -10.4% |
| Q3 2021 | $465,000 | – | 8,163 | – | 0.16% | – |
| Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 6 | -99.8% | 0.00% | -100.0% |
| Q4 2016 | $200,000 | -45.1% | 3,686 | -43.3% | 0.11% | -44.9% |
| Q3 2016 | $364,000 | +1.1% | 6,498 | +0.3% | 0.21% | -2.8% |
| Q2 2016 | $360,000 | +2.3% | 6,479 | +0.3% | 0.21% | 0.0% |
| Q1 2016 | $352,000 | +97.8% | 6,459 | +91.4% | 0.21% | +91.9% |
| Q4 2015 | $178,000 | – | 3,375 | – | 0.11% | – |
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% |