VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1 | -100.0% | 33 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -75.0% | 33 | -80.1% | 0.00% | -100.0% |
| Q2 2022 | $8,000 | -81.0% | 166 | -79.5% | 0.00% | -75.0% |
| Q1 2022 | $42,000 | -6.7% | 808 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $45,000 | -52.1% | 808 | -51.0% | 0.01% | -52.9% |
| Q3 2021 | $94,000 | 0.0% | 1,650 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $94,000 | +235.7% | 1,650 | +240.9% | 0.02% | +240.0% |
| Q1 2021 | $28,000 | -28.2% | 484 | -27.4% | 0.01% | -37.5% |
| Q4 2020 | $39,000 | -2.5% | 667 | -3.2% | 0.01% | -11.1% |
| Q3 2020 | $40,000 | 0.0% | 689 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $40,000 | +2.6% | 689 | 0.0% | 0.01% | -18.2% |
| Q1 2020 | $39,000 | – | 689 | – | 0.01% | – |
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% |