VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $981,869 | -1.1% | 20,174 | 0.0% | 0.31% | 0.0% |
Q1 2024 | $992,359 | +29.9% | 20,174 | +30.4% | 0.31% | +14.6% |
Q4 2023 | $763,874 | +4.2% | 15,474 | +0.9% | 0.27% | -4.6% |
Q3 2023 | $733,330 | -3.0% | 15,332 | -0.8% | 0.28% | -2.1% |
Q2 2023 | $755,734 | +0.2% | 15,461 | +0.3% | 0.29% | -14.6% |
Q1 2023 | $754,346 | +59.5% | 15,420 | +55.8% | 0.34% | +58.0% |
Q3 2022 | $473,000 | -15.1% | 9,898 | -11.9% | 0.21% | -7.0% |
Q2 2022 | $557,000 | -14.0% | 11,236 | -9.0% | 0.23% | +5.1% |
Q1 2022 | $648,000 | -2.6% | 12,348 | +2.4% | 0.22% | +11.3% |
Q4 2021 | $665,000 | -55.4% | 12,057 | -54.0% | 0.20% | -60.0% |
Q3 2021 | $1,492,000 | -1.0% | 26,190 | -0.7% | 0.49% | +1.2% |
Q2 2021 | $1,507,000 | -7.7% | 26,386 | -7.7% | 0.48% | -15.1% |
Q1 2021 | $1,633,000 | -8.0% | 28,588 | -5.7% | 0.57% | -12.1% |
Q4 2020 | $1,775,000 | +48.8% | 30,315 | +47.9% | 0.65% | +36.3% |
Q3 2020 | $1,193,000 | +0.1% | 20,503 | -0.7% | 0.47% | -6.1% |
Q2 2020 | $1,192,000 | -47.0% | 20,647 | -48.4% | 0.50% | -60.2% |
Q1 2020 | $2,249,000 | – | 39,981 | – | 1.27% | – |
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% |