VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,557 | +1.0% | 32,545 | +3.2% | 0.52% | +3.0% |
| Q2 2023 | $1,541 | +34.6% | 31,527 | +34.7% | 0.50% | +26.0% |
| Q1 2023 | $1,145 | +7.0% | 23,399 | +3.8% | 0.40% | +9.9% |
| Q4 2022 | $1,070 | -99.9% | 22,550 | +5.2% | 0.36% | -2.7% |
| Q2 2022 | $1,062,000 | -3.1% | 21,442 | +2.6% | 0.37% | +4.5% |
| Q1 2022 | $1,096,000 | -3.9% | 20,902 | +1.1% | 0.36% | -5.3% |
| Q4 2021 | $1,141,000 | +0.7% | 20,680 | +3.9% | 0.38% | -6.0% |
| Q3 2021 | $1,133,000 | +3.0% | 19,896 | +3.3% | 0.40% | +1.8% |
| Q2 2021 | $1,100,000 | +1.2% | 19,260 | +1.2% | 0.40% | -9.0% |
| Q1 2021 | $1,087,000 | +6.0% | 19,024 | +8.7% | 0.43% | +3.8% |
| Q4 2020 | $1,025,000 | +3.9% | 17,502 | +3.1% | 0.42% | -13.3% |
| Q3 2020 | $987,000 | +2.5% | 16,968 | +1.7% | 0.48% | -13.0% |
| Q2 2020 | $963,000 | +9.8% | 16,681 | +7.0% | 0.55% | -16.4% |
| Q1 2020 | $877,000 | +1.5% | 15,583 | +2.1% | 0.66% | +29.7% |
| Q4 2019 | $864,000 | -2.6% | 15,268 | +0.4% | 0.51% | -9.9% |
| Q3 2019 | $887,000 | +0.5% | 15,205 | -1.3% | 0.57% | -29.9% |
| Q2 2019 | $883,000 | – | 15,409 | – | 0.81% | – |
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% |