VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,000,447 | +3.8% | 20,556 | +4.9% | 0.03% | -13.9% |
Q1 2024 | $963,993 | -24.1% | 19,597 | -24.6% | 0.04% | -32.1% |
Q4 2023 | $1,270,009 | +46.1% | 25,993 | +42.0% | 0.05% | +20.5% |
Q3 2023 | $869,488 | +35.5% | 18,301 | +39.4% | 0.04% | +41.9% |
Q2 2023 | $641,668 | -8.8% | 13,127 | -8.5% | 0.03% | -16.2% |
Q1 2023 | $703,434 | +65.0% | 14,347 | +59.6% | 0.04% | +27.6% |
Q4 2022 | $426,421 | -5.2% | 8,991 | -4.2% | 0.03% | -14.7% |
Q3 2022 | $450,000 | -56.5% | 9,385 | -55.1% | 0.03% | -59.0% |
Q2 2022 | $1,035,000 | -6.8% | 20,896 | -4.5% | 0.08% | -4.6% |
Q1 2022 | $1,110,000 | -0.4% | 21,888 | +11.9% | 0.09% | -20.9% |
Q3 2021 | $1,115,000 | -1.0% | 19,569 | -0.8% | 0.11% | -4.3% |
Q2 2021 | $1,126,000 | -4.2% | 19,728 | -4.1% | 0.12% | -16.7% |
Q1 2021 | $1,175,000 | -27.9% | 20,575 | -26.1% | 0.14% | -32.4% |
Q4 2020 | $1,629,000 | -8.7% | 27,824 | -9.3% | 0.20% | -21.8% |
Q3 2020 | $1,785,000 | -5.4% | 30,683 | -6.1% | 0.26% | -13.3% |
Q2 2020 | $1,886,000 | -1.2% | 32,669 | -3.7% | 0.30% | -16.6% |
Q1 2020 | $1,909,000 | -3.8% | 33,925 | -3.3% | 0.36% | +18.8% |
Q4 2019 | $1,985,000 | -16.7% | 35,077 | -13.4% | 0.30% | -22.4% |
Q3 2019 | $2,384,000 | +19.5% | 40,525 | +16.4% | 0.39% | +2.6% |
Q2 2019 | $1,995,000 | +120.2% | 34,817 | +114.2% | 0.38% | +74.4% |
Q1 2019 | $906,000 | +37.5% | 16,252 | +33.7% | 0.22% | +30.4% |
Q4 2018 | $659,000 | +61.9% | 12,153 | +62.8% | 0.17% | +82.6% |
Q3 2018 | $407,000 | +62.8% | 7,466 | +63.4% | 0.09% | +46.0% |
Q2 2018 | $250,000 | -7.4% | 4,570 | -7.2% | 0.06% | -14.9% |
Q1 2018 | $270,000 | -11.8% | 4,925 | -12.6% | 0.07% | -11.9% |
Q4 2017 | $306,000 | +47.8% | 5,637 | +48.5% | 0.08% | -2.3% |
Q3 2017 | $207,000 | +44.8% | 3,796 | +44.0% | 0.09% | +28.4% |
Q2 2017 | $143,000 | +27.7% | 2,637 | +27.5% | 0.07% | +6.3% |
Q1 2017 | $112,000 | -18.8% | 2,068 | -18.8% | 0.06% | -32.3% |
Q4 2016 | $138,000 | – | 2,547 | – | 0.09% | – |
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% |