VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 486 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,343 | -2.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $46,339 | -0.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $46,377 | +3.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,964 | +542.3% | 948 | +503.8% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 157 | -4.8% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 165 | +5.1% | 0.00% | – |
| Q1 2022 | $8,000 | -20.0% | 157 | -14.7% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 184 | +17.2% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 157 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 157 | +4.7% | 0.00% | -100.0% |
| Q1 2021 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | – | 150 | – | 0.00% | – |
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% |