VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,790 | +7.7% | 6,226 | +10.0% | 0.01% | 0.0% |
Q2 2023 | $276,612 | -14.1% | 5,659 | -14.0% | 0.01% | -21.4% |
Q1 2023 | $321,845 | -3.6% | 6,579 | -6.5% | 0.01% | 0.0% |
Q4 2022 | $333,860 | -4.3% | 7,039 | -3.8% | 0.01% | -17.6% |
Q3 2022 | $349,000 | -2.5% | 7,318 | +1.2% | 0.02% | 0.0% |
Q2 2022 | $358,000 | -18.5% | 7,231 | -9.1% | 0.02% | -5.6% |
Q4 2021 | $439,000 | -17.2% | 7,959 | -14.4% | 0.02% | -28.0% |
Q3 2021 | $530,000 | +13.0% | 9,296 | +13.1% | 0.02% | +8.7% |
Q2 2021 | $469,000 | -1.7% | 8,217 | -1.5% | 0.02% | -14.8% |
Q1 2021 | $477,000 | +9.9% | 8,342 | +12.5% | 0.03% | -12.9% |
Q4 2020 | $434,000 | +8.0% | 7,416 | +7.2% | 0.03% | -13.9% |
Q3 2020 | $402,000 | +13.9% | 6,917 | +13.1% | 0.04% | +2.9% |
Q2 2020 | $353,000 | +1.4% | 6,116 | -1.2% | 0.04% | -25.5% |
Q1 2020 | $348,000 | +51.3% | 6,190 | +52.1% | 0.05% | +62.1% |
Q4 2019 | $230,000 | -11.2% | 4,071 | -7.7% | 0.03% | -29.3% |
Q3 2019 | $259,000 | -9.1% | 4,410 | -11.5% | 0.04% | -14.6% |
Q2 2019 | $285,000 | -49.4% | 4,982 | -50.6% | 0.05% | -44.2% |
Q1 2019 | $563,000 | – | 10,092 | – | 0.09% | – |
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% |