VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,061 | -5.5% | 9,096 | -3.4% | 0.05% | -2.0% |
| Q2 2023 | $460,352 | -65.5% | 9,418 | -65.5% | 0.05% | -67.3% |
| Q1 2023 | $1,335,858 | -5.3% | 27,307 | -8.2% | 0.15% | -17.3% |
| Q4 2022 | $1,410,758 | +3.5% | 29,744 | +4.2% | 0.18% | -6.1% |
| Q3 2022 | $1,363,000 | -4.7% | 28,556 | -1.1% | 0.20% | +0.5% |
| Q2 2022 | $1,430,000 | -15.7% | 28,868 | -6.1% | 0.20% | +6.5% |
| Q4 2021 | $1,696,000 | -0.1% | 30,749 | +3.1% | 0.18% | -21.0% |
| Q3 2021 | $1,698,000 | -5.4% | 29,817 | -5.1% | 0.23% | -63.8% |
| Q2 2021 | $1,794,000 | +62.2% | 31,411 | +62.3% | 0.64% | +41.5% |
| Q1 2021 | $1,106,000 | -43.2% | 19,358 | -41.8% | 0.46% | -50.4% |
| Q4 2020 | $1,948,000 | -14.1% | 33,258 | -14.6% | 0.92% | -24.4% |
| Q3 2020 | $2,267,000 | +5.6% | 38,964 | +4.8% | 1.22% | +2.7% |
| Q2 2020 | $2,147,000 | +14.4% | 37,196 | +11.5% | 1.18% | -30.5% |
| Q1 2020 | $1,877,000 | -99.3% | 33,357 | +602.3% | 1.70% | +677.2% |
| Q4 2019 | $268,755,000 | +125486.4% | 4,750 | +9.3% | 0.22% | -29.1% |
| Q3 2019 | $214,000 | -11.9% | 4,346 | -3.3% | 0.31% | -9.6% |
| Q4 2018 | $243,000 | -55.7% | 4,494 | -55.4% | 0.34% | +80.0% |
| Q3 2018 | $549,000 | +0.2% | 10,072 | +0.5% | 0.19% | -77.6% |
| Q2 2018 | $548,000 | -19.2% | 10,022 | -19.2% | 0.85% | -31.1% |
| Q1 2018 | $678,000 | -34.9% | 12,404 | -35.3% | 1.23% | +212.2% |
| Q4 2017 | $1,042,000 | +19.1% | 19,177 | +19.6% | 0.40% | +16.2% |
| Q3 2017 | $875,000 | +9.5% | 16,031 | +9.0% | 0.34% | +9.0% |
| Q2 2017 | $799,000 | +26.8% | 14,708 | +26.2% | 0.31% | +20.9% |
| Q1 2017 | $630,000 | -32.4% | 11,651 | -32.2% | 0.26% | -46.7% |
| Q4 2016 | $932,000 | -20.8% | 17,175 | -18.3% | 0.48% | -36.1% |
| Q3 2016 | $1,177,000 | – | 21,016 | – | 0.76% | – |
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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% |