VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,024,662 | -10.9% | 21,423 | -9.0% | 0.88% | +14.5% |
Q2 2023 | $1,150,391 | -0.1% | 23,535 | 0.0% | 0.77% | -12.1% |
Q1 2023 | $1,151,332 | -5.5% | 23,535 | -8.4% | 0.87% | -3.5% |
Q4 2022 | $1,218,050 | -3.3% | 25,681 | -2.6% | 0.90% | -8.7% |
Q3 2022 | $1,259,000 | -3.6% | 26,375 | 0.0% | 0.99% | +8.3% |
Q2 2022 | $1,306,000 | -23.6% | 26,375 | -19.1% | 0.91% | -20.2% |
Q1 2022 | $1,710,000 | -4.9% | 32,590 | 0.0% | 1.14% | +10.2% |
Q4 2021 | $1,798,000 | +56.8% | 32,590 | +61.9% | 1.04% | +37.8% |
Q3 2021 | $1,147,000 | -0.3% | 20,132 | 0.0% | 0.75% | +4.0% |
Q2 2021 | $1,150,000 | -5.4% | 20,132 | -5.4% | 0.72% | -14.9% |
Q1 2021 | $1,216,000 | +288.5% | 21,280 | +298.1% | 0.85% | +250.2% |
Q4 2020 | $313,000 | -4.9% | 5,345 | -6.1% | 0.24% | -20.3% |
Q3 2020 | $329,000 | +0.3% | 5,694 | 0.0% | 0.30% | -11.8% |
Q2 2020 | $328,000 | -4.7% | 5,694 | -4.6% | 0.35% | +12.0% |
Q1 2020 | $344,000 | +33.9% | 5,969 | +31.4% | 0.31% | +64.4% |
Q4 2019 | $257,000 | -61.9% | 4,544 | -61.4% | 0.19% | -55.0% |
Q2 2019 | $674,000 | -24.9% | 11,765 | -27.0% | 0.42% | -22.3% |
Q1 2019 | $898,000 | -70.0% | 16,116 | -70.7% | 0.54% | -74.2% |
Q4 2018 | $2,996,000 | 0.0% | 54,925 | 0.0% | 2.08% | 0.0% |
Q3 2018 | $2,996,000 | -4.8% | 54,925 | -5.2% | 2.08% | -31.1% |
Q2 2018 | $3,147,000 | – | 57,927 | – | 3.02% | – |
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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% |