VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $264,000 | -12.0% | 4,614 | -10.0% | 0.01% | -16.7% |
Q4 2020 | $300,000 | -8.0% | 5,128 | -8.4% | 0.01% | -25.0% |
Q3 2020 | $326,000 | +1.9% | 5,597 | +0.9% | 0.01% | 0.0% |
Q2 2020 | $320,000 | +0.3% | 5,547 | -2.2% | 0.01% | -11.1% |
Q1 2020 | $319,000 | -1.2% | 5,670 | -0.6% | 0.01% | +12.5% |
Q4 2019 | $323,000 | -28.2% | 5,705 | -25.4% | 0.01% | -27.3% |
Q3 2019 | $450,000 | -27.7% | 7,649 | -29.6% | 0.01% | -31.2% |
Q2 2019 | $622,000 | -27.8% | 10,861 | -29.7% | 0.02% | -30.4% |
Q1 2019 | $862,000 | -3.0% | 15,449 | -5.7% | 0.02% | -14.8% |
Q4 2018 | $889,000 | -44.7% | 16,382 | -44.4% | 0.03% | -40.0% |
Q3 2018 | $1,608,000 | -9.9% | 29,480 | -9.6% | 0.04% | -16.7% |
Q2 2018 | $1,785,000 | +1.5% | 32,628 | +1.5% | 0.05% | 0.0% |
Q1 2018 | $1,759,000 | +0.7% | 32,138 | -0.0% | 0.05% | +3.8% |
Q4 2017 | $1,747,000 | +31.1% | 32,140 | +31.6% | 0.05% | +26.8% |
Q3 2017 | $1,333,000 | -12.0% | 24,414 | -12.3% | 0.04% | -10.9% |
Q2 2017 | $1,514,000 | -4.7% | 27,852 | -5.1% | 0.05% | -6.1% |
Q1 2017 | $1,588,000 | +9.8% | 29,336 | +10.1% | 0.05% | +4.3% |
Q4 2016 | $1,446,000 | +43.6% | 26,640 | +48.3% | 0.05% | +38.2% |
Q3 2016 | $1,007,000 | +28.8% | 17,968 | +28.0% | 0.03% | +25.9% |
Q2 2016 | $782,000 | +149.8% | 14,042 | +144.6% | 0.03% | +145.5% |
Q1 2016 | $313,000 | – | 5,741 | – | 0.01% | – |
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% |