VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $70,304,440 | +7.7% | 1,469,886 | +10.1% | 0.13% | +10.5% |
Q2 2023 | $65,285,390 | +8.3% | 1,335,618 | +8.4% | 0.11% | +1.8% |
Q1 2023 | $60,259,390 | +14.3% | 1,231,798 | +10.8% | 0.11% | -4.3% |
Q4 2022 | $52,727,690 | +1.1% | 1,111,692 | +1.8% | 0.12% | +0.9% |
Q3 2022 | $52,147,000 | -1.0% | 1,092,532 | +2.8% | 0.12% | +1.8% |
Q2 2022 | $52,698,000 | -2.5% | 1,063,265 | +3.3% | 0.11% | +4.6% |
Q1 2022 | $54,051,000 | +4.8% | 1,029,234 | +10.1% | 0.11% | +12.4% |
Q4 2021 | $51,568,000 | +16219.0% | 934,706 | +16552.5% | 0.10% | +9600.0% |
Q1 2020 | $316,000 | +7800.0% | 5,613 | +7096.2% | 0.00% | – |
Q1 2019 | $4,000 | -98.0% | 78 | -97.9% | 0.00% | -100.0% |
Q4 2018 | $201,000 | -35.8% | 3,695 | -35.3% | 0.00% | 0.0% |
Q2 2018 | $313,000 | -5.2% | 5,714 | -5.2% | 0.00% | 0.0% |
Q1 2018 | $330,000 | -0.9% | 6,026 | -1.6% | 0.00% | 0.0% |
Q4 2017 | $333,000 | -42.8% | 6,124 | -42.6% | 0.00% | -50.0% |
Q3 2017 | $582,000 | +24.4% | 10,666 | +23.8% | 0.00% | 0.0% |
Q2 2017 | $468,000 | +21.2% | 8,616 | +20.6% | 0.00% | 0.0% |
Q1 2017 | $386,000 | +2.7% | 7,144 | +3.3% | 0.00% | 0.0% |
Q4 2016 | $376,000 | -20.0% | 6,917 | -17.6% | 0.00% | 0.0% |
Q3 2016 | $470,000 | -11.3% | 8,392 | -11.8% | 0.00% | -33.3% |
Q2 2016 | $530,000 | -30.5% | 9,512 | -32.0% | 0.00% | -40.0% |
Q1 2016 | $763,000 | +52.0% | 13,987 | +47.2% | 0.01% | +66.7% |
Q4 2015 | $502,000 | +9.1% | 9,503 | +9.5% | 0.00% | -25.0% |
Q3 2015 | $460,000 | +45900.0% | 8,676 | +54125.0% | 0.00% | – |
Q2 2015 | $1,000 | -66.7% | 16 | -74.2% | 0.00% | – |
Q1 2015 | $3,000 | – | 62 | – | 0.00% | – |
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% |