VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 283 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $495 | -7.1% | 10,167 | -6.2% | 0.05% | -17.2% |
| Q1 2024 | $533 | -2.7% | 10,842 | -2.3% | 0.06% | -13.4% |
| Q4 2023 | $548 | +12.1% | 11,092 | +8.6% | 0.07% | 0.0% |
| Q3 2023 | $489 | -99.9% | 10,215 | +4.8% | 0.07% | +4.7% |
| Q4 2021 | $538,000 | +76.4% | 9,744 | +82.2% | 0.06% | +45.5% |
| Q3 2021 | $305,000 | -18.0% | 5,348 | -17.9% | 0.04% | -20.0% |
| Q2 2021 | $372,000 | -1.8% | 6,516 | -1.7% | 0.06% | -19.1% |
| Q1 2021 | $379,000 | -20.5% | 6,627 | -18.6% | 0.07% | -35.2% |
| Q4 2020 | $477,000 | +5.1% | 8,140 | +4.2% | 0.10% | -28.1% |
| Q3 2020 | $454,000 | -8.5% | 7,810 | -9.2% | 0.15% | -22.3% |
| Q2 2020 | $496,000 | -8.0% | 8,598 | -10.2% | 0.19% | -34.3% |
| Q1 2020 | $539,000 | -74.0% | 9,579 | -73.9% | 0.29% | -66.2% |
| Q4 2019 | $2,073,000 | +746.1% | 36,631 | +712.8% | 0.84% | +1011.8% |
| Q2 2017 | $245,000 | – | 4,507 | – | 0.08% | – |
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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% |