VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 242 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $19,636,164 | +6.8% | 397,775 | +3.5% | 0.49% | -5.1% |
| Q3 2023 | $18,382,663 | +5.4% | 384,333 | +7.7% | 0.51% | +5.1% |
| Q2 2023 | $17,448,915 | +5.8% | 356,975 | +5.9% | 0.49% | +0.4% |
| Q1 2023 | $16,494,818 | +903.3% | 337,179 | +1031.3% | 0.49% | +711.7% |
| Q4 2021 | $1,644,000 | +25.5% | 29,805 | +29.6% | 0.06% | +17.6% |
| Q3 2021 | $1,310,000 | +8.1% | 23,003 | +8.4% | 0.05% | +2.0% |
| Q2 2021 | $1,212,000 | +14.7% | 21,225 | +14.7% | 0.05% | 0.0% |
| Q1 2021 | $1,057,000 | +18.4% | 18,500 | +21.3% | 0.05% | +13.6% |
| Q4 2020 | $893,000 | +27.6% | 15,254 | +26.9% | 0.04% | +12.8% |
| Q3 2020 | $700,000 | +4.6% | 12,022 | +0.8% | 0.04% | -52.4% |
| Q3 2016 | $669,000 | – | 11,930 | – | 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% |