VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580 | +30.6% | 12,123 | +33.4% | 0.12% | +26.0% |
| Q2 2023 | $444 | -99.9% | 9,090 | -34.2% | 0.10% | -45.8% |
| Q4 2021 | $762,000 | -47.5% | 13,809 | -45.8% | 0.18% | -52.8% |
| Q3 2021 | $1,452,000 | +37.6% | 25,496 | +38.0% | 0.38% | +35.4% |
| Q2 2021 | $1,055,000 | +8.1% | 18,473 | +8.1% | 0.28% | +6.5% |
| Q1 2021 | $976,000 | +3.4% | 17,090 | +6.0% | 0.26% | -9.4% |
| Q4 2020 | $944,000 | +9.8% | 16,127 | +9.2% | 0.29% | -18.7% |
| Q3 2020 | $860,000 | +91.5% | 14,771 | +89.8% | 0.35% | +68.9% |
| Q2 2020 | $449,000 | +22.0% | 7,781 | +19.9% | 0.21% | -2.8% |
| Q4 2019 | $368,000 | – | 6,488 | – | 0.22% | – |
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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% |