VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,571 | -9.6% | 12,096 | -7.6% | 0.02% | -14.3% |
| Q2 2023 | $640,181 | -3.4% | 13,097 | -3.3% | 0.02% | -12.5% |
| Q1 2023 | $662,665 | +3.4% | 13,546 | +0.3% | 0.02% | -4.0% |
| Q4 2022 | $640,723 | +0.7% | 13,509 | +1.3% | 0.02% | -10.7% |
| Q3 2022 | $636,000 | -2.0% | 13,334 | +2.2% | 0.03% | +3.7% |
| Q2 2022 | $649,000 | -28.1% | 13,050 | -15.6% | 0.03% | -54.2% |
| Q4 2020 | $903,000 | -54.3% | 15,462 | -54.5% | 0.06% | -86.4% |
| Q3 2020 | $1,977,000 | +163.6% | 33,966 | +161.2% | 0.43% | +557.6% |
| Q2 2020 | $750,000 | +0.4% | 13,004 | -2.3% | 0.07% | -24.1% |
| Q1 2020 | $747,000 | +52.8% | 13,312 | +54.7% | 0.09% | +45.0% |
| Q4 2019 | $489,000 | -1.4% | 8,605 | +2.2% | 0.06% | -7.7% |
| Q3 2019 | $496,000 | +53.1% | 8,419 | +49.6% | 0.06% | +32.7% |
| Q2 2019 | $324,000 | -94.7% | 5,629 | -94.9% | 0.05% | -95.4% |
| Q1 2019 | $6,097,000 | +1428.1% | 109,325 | +1399.0% | 1.06% | +1160.7% |
| Q4 2018 | $399,000 | -85.6% | 7,293 | -85.6% | 0.08% | -87.5% |
| Q3 2018 | $2,770,000 | – | 50,785 | – | 0.67% | – |
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% |