VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 360 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $897,291 | -2.1% | 18,760 | 0.0% | 0.12% | +1.7% |
| Q2 2023 | $916,989 | -0.1% | 18,760 | 0.0% | 0.12% | 0.0% |
| Q1 2023 | $917,739 | +103016.7% | 18,760 | 0.0% | 0.12% | +1.7% |
| Q4 2022 | $890 | -99.9% | 18,760 | 0.0% | 0.12% | -7.2% |
| Q3 2022 | $895,000 | +0.8% | 18,760 | +4.6% | 0.12% | +8.7% |
| Q2 2022 | $888,000 | -5.5% | 17,931 | 0.0% | 0.12% | +9.5% |
| Q1 2022 | $940,000 | -5.0% | 17,931 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $989,000 | -1.7% | 17,931 | +1.6% | 0.10% | -8.0% |
| Q3 2021 | $1,006,000 | -0.2% | 17,655 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $1,008,000 | 0.0% | 17,655 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $1,008,000 | +1.2% | 17,655 | +3.8% | 0.12% | -5.7% |
| Q4 2020 | $996,000 | +0.6% | 17,010 | 0.0% | 0.12% | -15.9% |
| Q3 2020 | $990,000 | +0.8% | 17,010 | 0.0% | 0.14% | -5.2% |
| Q2 2020 | $982,000 | +2.6% | 17,010 | 0.0% | 0.15% | -15.5% |
| Q1 2020 | $957,000 | -0.5% | 17,010 | 0.0% | 0.18% | +23.1% |
| Q4 2019 | $962,000 | +0.6% | 17,010 | +4.7% | 0.15% | -5.2% |
| Q3 2019 | $956,000 | +2.7% | 16,250 | 0.0% | 0.16% | +3.3% |
| Q2 2019 | $931,000 | +23175.0% | 16,250 | +21281.6% | 0.15% | +14900.0% |
| Q3 2018 | $4,000 | -75.0% | 76 | -73.2% | 0.00% | -66.7% |
| Q2 2018 | $16,000 | +77.8% | 284 | +78.6% | 0.00% | +200.0% |
| Q1 2018 | $9,000 | -76.9% | 159 | -77.9% | 0.00% | -83.3% |
| Q4 2017 | $39,000 | – | 720 | – | 0.01% | – |
Download | ||||||
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% |