VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 448 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $24,025,170 | +0.9% | 493,634 | +2.0% | 7.58% | -0.1% |
Q1 2024 | $23,802,313 | +2.1% | 483,885 | +2.5% | 7.58% | -1.8% |
Q4 2023 | $23,311,613 | +7.3% | 472,230 | +4.0% | 7.72% | -9.8% |
Q3 2023 | $21,727,893 | -0.4% | 454,273 | +1.8% | 8.56% | +1.5% |
Q2 2023 | $21,805,041 | -1.0% | 446,093 | -1.0% | 8.43% | -3.5% |
Q1 2023 | $22,032,349 | +1.9% | 450,375 | -1.2% | 8.74% | -1.5% |
Q4 2022 | $21,629,562 | -2.3% | 456,031 | -1.7% | 8.87% | -8.0% |
Q3 2022 | $22,133,184 | -2.1% | 463,716 | +1.6% | 9.64% | -0.8% |
Q2 2022 | $22,607,486 | -4.1% | 456,348 | +1.5% | 9.72% | +7.8% |
Q1 2022 | $23,579,667 | -5.4% | 449,650 | -0.5% | 9.02% | -2.4% |
Q4 2021 | $24,930,862 | +1.7% | 451,974 | +5.0% | 9.24% | -2.1% |
Q3 2021 | $24,525,007 | +10.2% | 430,565 | +10.5% | 9.43% | -2.6% |
Q2 2021 | $22,254,601 | +1.8% | 389,748 | +1.9% | 9.68% | -7.8% |
Q1 2021 | $21,850,621 | +4.8% | 382,539 | +7.4% | 10.50% | +1.6% |
Q4 2020 | $20,855,070 | +5.9% | 356,192 | +5.3% | 10.34% | -5.0% |
Q3 2020 | $19,686,099 | +10.7% | 338,336 | +9.9% | 10.88% | +3.2% |
Q2 2020 | $17,776,165 | +0.3% | 307,919 | -2.3% | 10.54% | -23.3% |
Q1 2020 | $17,731,434 | -3.6% | 315,169 | -3.0% | 13.75% | -4.2% |
Q4 2019 | $18,384,677 | +1.4% | 324,932 | +5.5% | 14.34% | -5.7% |
Q3 2019 | $18,125,376 | +2.5% | 308,097 | -0.2% | 15.21% | +1.3% |
Q2 2019 | $17,681,876 | +4.0% | 308,584 | +1.2% | 15.02% | -1.6% |
Q1 2019 | $17,008,822 | +0.0% | 304,982 | -2.7% | 15.27% | -7.4% |
Q4 2018 | $17,008,244 | – | 313,516 | – | 16.49% | – |
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% |