VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $18,811,377 | +0.3% | 381,067 | -2.8% | 4.94% | -9.3% |
Q3 2023 | $18,750,626 | -0.2% | 392,026 | +2.0% | 5.45% | +5.2% |
Q2 2023 | $18,793,956 | -2.9% | 384,492 | -2.9% | 5.18% | -5.6% |
Q1 2023 | $19,363,859 | +7.7% | 395,827 | +4.4% | 5.49% | +5.2% |
Q4 2022 | $17,977,832 | -11.5% | 379,039 | -10.9% | 5.22% | -16.0% |
Q3 2022 | $20,305,000 | -5.5% | 425,403 | -2.0% | 6.21% | -1.3% |
Q2 2022 | $21,497,000 | -0.6% | 433,928 | +5.3% | 6.29% | +9.8% |
Q1 2022 | $21,616,000 | -10.1% | 412,214 | -5.4% | 5.73% | -4.9% |
Q4 2021 | $24,035,000 | -1.4% | 435,741 | +1.8% | 6.02% | -7.1% |
Q3 2021 | $24,385,000 | +2.5% | 428,101 | +2.7% | 6.48% | +1.6% |
Q2 2021 | $23,796,000 | +3.1% | 416,749 | +3.2% | 6.38% | -3.8% |
Q1 2021 | $23,072,000 | +7.2% | 403,926 | +9.8% | 6.63% | -1.3% |
Q4 2020 | $21,530,000 | +15.0% | 367,728 | +14.3% | 6.71% | -2.2% |
Q3 2020 | $18,723,000 | +3.8% | 321,788 | +3.0% | 6.86% | -2.3% |
Q2 2020 | $18,029,000 | +11.0% | 312,306 | +8.1% | 7.02% | -17.1% |
Q1 2020 | $16,248,000 | – | 288,809 | – | 8.48% | – |
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% |