VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 479 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $793,114 | -5.2% | 16,296 | -4.2% | 0.01% | -8.3% |
Q1 2024 | $836,602 | -5.3% | 17,007 | -5.0% | 0.01% | -14.3% |
Q4 2023 | $883,299 | -10.6% | 17,893 | -13.4% | 0.01% | -17.6% |
Q3 2023 | $988,154 | +0.6% | 20,660 | +2.9% | 0.02% | 0.0% |
Q2 2023 | $981,825 | +96536.3% | 20,086 | -3.3% | 0.02% | -19.0% |
Q1 2023 | $1,016 | -3.1% | 20,772 | -6.0% | 0.02% | -25.0% |
Q4 2022 | $1,048 | -99.9% | 22,087 | -3.8% | 0.03% | -20.0% |
Q3 2022 | $1,096,000 | -11.7% | 22,953 | -8.4% | 0.04% | -10.3% |
Q2 2022 | $1,241,000 | -2.3% | 25,060 | +3.5% | 0.04% | 0.0% |
Q1 2022 | $1,270,000 | -1.9% | 24,219 | +3.2% | 0.04% | 0.0% |
Q4 2021 | $1,295,000 | -1.4% | 23,469 | +1.7% | 0.04% | -9.3% |
Q3 2021 | $1,314,000 | +7.9% | 23,077 | +8.2% | 0.04% | 0.0% |
Q2 2021 | $1,218,000 | +9.6% | 21,323 | +9.6% | 0.04% | -6.5% |
Q1 2021 | $1,111,000 | -6.9% | 19,452 | -4.5% | 0.05% | -17.9% |
Q4 2020 | $1,193,000 | -1.6% | 20,372 | -2.2% | 0.06% | -25.3% |
Q3 2020 | $1,212,000 | -7.8% | 20,832 | -8.6% | 0.08% | -21.1% |
Q2 2020 | $1,315,000 | +4.4% | 22,782 | +1.7% | 0.10% | -18.1% |
Q1 2020 | $1,260,000 | +12.4% | 22,402 | +13.1% | 0.12% | +22.1% |
Q4 2019 | $1,121,000 | +6.2% | 19,806 | +10.3% | 0.10% | -20.2% |
Q3 2019 | $1,056,000 | +70.6% | 17,949 | -4.5% | 0.12% | +46.9% |
Q2 2019 | $619,000 | -43.1% | 18,789 | -3.6% | 0.08% | -56.0% |
Q1 2019 | $1,087,000 | -2.4% | 19,483 | -5.1% | 0.18% | -39.3% |
Q4 2018 | $1,114,000 | +148.7% | 20,532 | +149.3% | 0.30% | +124.4% |
Q3 2018 | $448,000 | -95.4% | 8,236 | -93.3% | 0.14% | -95.9% |
Q2 2018 | $9,724,000 | +2172.0% | 123,155 | +1473.3% | 3.32% | +1829.7% |
Q1 2018 | $428,000 | +16.0% | 7,828 | +15.2% | 0.17% | +8.9% |
Q4 2017 | $369,000 | – | 6,795 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |