VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $866,448 | -7.2% | 17,803 | -6.3% | 0.00% | 0.0% |
Q1 2024 | $934,126 | -13.8% | 18,990 | -13.5% | 0.00% | 0.0% |
Q4 2023 | $1,083,462 | +13.8% | 21,948 | +10.3% | 0.00% | 0.0% |
Q3 2023 | $951,685 | +23.0% | 19,897 | +25.7% | 0.00% | 0.0% |
Q2 2023 | $773,797 | -31.1% | 15,831 | -31.0% | 0.00% | 0.0% |
Q1 2023 | $1,122,985 | -12.6% | 22,956 | -15.3% | 0.00% | 0.0% |
Q4 2022 | $1,285,496 | +17.9% | 27,103 | +18.7% | 0.00% | 0.0% |
Q3 2022 | $1,090,000 | -16.3% | 22,830 | -13.1% | 0.00% | 0.0% |
Q2 2022 | $1,302,000 | +12.2% | 26,280 | +18.8% | 0.00% | 0.0% |
Q1 2022 | $1,160,000 | -13.6% | 22,130 | -9.0% | 0.00% | 0.0% |
Q4 2021 | $1,343,000 | +22.9% | 24,329 | +26.9% | 0.00% | 0.0% |
Q3 2021 | $1,093,000 | +9.2% | 19,175 | +9.4% | 0.00% | 0.0% |
Q2 2021 | $1,001,000 | -1.5% | 17,522 | -1.5% | 0.00% | 0.0% |
Q1 2021 | $1,016,000 | +11.2% | 17,780 | +13.9% | 0.00% | 0.0% |
Q4 2020 | $914,000 | +11.2% | 15,607 | +10.5% | 0.00% | 0.0% |
Q3 2020 | $822,000 | -7.8% | 14,128 | -8.6% | 0.00% | 0.0% |
Q2 2020 | $892,000 | +59.9% | 15,457 | +56.0% | 0.00% | 0.0% |
Q1 2020 | $558,000 | +0.7% | 9,911 | +1.2% | 0.00% | 0.0% |
Q4 2019 | $554,000 | -32.4% | 9,794 | -29.7% | 0.00% | 0.0% |
Q3 2019 | $820,000 | +7.3% | 13,927 | +4.4% | 0.00% | 0.0% |
Q2 2019 | $764,000 | +59.2% | 13,337 | +54.7% | 0.00% | – |
Q1 2019 | $480,000 | +1.5% | 8,621 | -0.9% | 0.00% | -100.0% |
Q4 2018 | $473,000 | -71.4% | 8,698 | -71.4% | 0.00% | -50.0% |
Q3 2018 | $1,656,000 | +1.3% | 30,377 | +1.7% | 0.00% | 0.0% |
Q2 2018 | $1,634,000 | +8.0% | 29,868 | +8.0% | 0.00% | +100.0% |
Q1 2018 | $1,513,000 | +17.2% | 27,647 | +16.5% | 0.00% | 0.0% |
Q4 2017 | $1,291,000 | +14.7% | 23,733 | +15.2% | 0.00% | 0.0% |
Q3 2017 | $1,126,000 | +11.8% | 20,610 | +11.3% | 0.00% | 0.0% |
Q2 2017 | $1,007,000 | +20.6% | 18,517 | +20.1% | 0.00% | 0.0% |
Q1 2017 | $835,000 | +0.7% | 15,416 | +1.1% | 0.00% | 0.0% |
Q4 2016 | $829,000 | +10.4% | 15,244 | +13.8% | 0.00% | 0.0% |
Q3 2016 | $751,000 | -16.7% | 13,401 | -17.2% | 0.00% | 0.0% |
Q2 2016 | $902,000 | +185.4% | 16,182 | +179.6% | 0.00% | – |
Q1 2016 | $316,000 | -8.7% | 5,788 | -11.4% | 0.00% | – |
Q4 2015 | $346,000 | +20.1% | 6,536 | +20.2% | 0.00% | – |
Q3 2015 | $288,000 | +7.1% | 5,439 | +5.9% | 0.00% | – |
Q2 2015 | $269,000 | +71.3% | 5,135 | +76.0% | 0.00% | – |
Q1 2015 | $157,000 | +9.0% | 2,918 | +7.1% | 0.00% | – |
Q4 2014 | $144,000 | +20.0% | 2,725 | +18.3% | 0.00% | – |
Q3 2014 | $120,000 | +1.7% | 2,304 | 0.0% | 0.00% | – |
Q2 2014 | $118,000 | +1.7% | 2,304 | 0.0% | 0.00% | – |
Q1 2014 | $116,000 | +1.8% | 2,304 | 0.0% | 0.00% | – |
Q4 2013 | $114,000 | – | 2,304 | – | 0.00% | – |
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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% |