VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,574 | +158.5% | 388 | +163.9% | 0.00% | – |
Q2 2023 | $7,185 | -20.2% | 147 | -5.8% | 0.00% | – |
Q4 2021 | $9,000 | +125.0% | 156 | +108.0% | 0.00% | – |
Q4 2020 | $4,000 | -60.0% | 75 | -58.1% | 0.00% | – |
Q3 2020 | $10,000 | +150.0% | 179 | +138.7% | 0.00% | – |
Q2 2020 | $4,000 | -97.0% | 75 | -96.8% | 0.00% | -100.0% |
Q1 2020 | $132,000 | -0.8% | 2,350 | 0.0% | 0.01% | +25.0% |
Q4 2019 | $133,000 | -3.6% | 2,350 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $138,000 | +25.5% | 2,350 | +22.4% | 0.00% | +33.3% |
Q2 2019 | $110,000 | – | 1,920 | – | 0.00% | – |
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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% |