VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,790 | -4.6% | 6,226 | -2.5% | 0.02% | 0.0% |
| Q2 2023 | $312,100 | +0.9% | 6,385 | +0.9% | 0.02% | -4.0% |
| Q1 2023 | $309,420 | -0.9% | 6,325 | -4.0% | 0.02% | -3.8% |
| Q4 2022 | $312,374 | -3.0% | 6,586 | -2.2% | 0.03% | -10.3% |
| Q3 2022 | $322,000 | -9.6% | 6,737 | -6.3% | 0.03% | -9.4% |
| Q2 2022 | $356,000 | +2.3% | 7,188 | +8.4% | 0.03% | +23.1% |
| Q1 2022 | $348,000 | +1.2% | 6,628 | +6.1% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 6,245 | +5.1% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | +14.6% | 5,941 | +15.0% | 0.03% | +13.0% |
| Q2 2021 | $295,000 | +12.2% | 5,165 | +12.2% | 0.02% | +4.5% |
| Q1 2021 | $263,000 | – | 4,602 | – | 0.02% | – |
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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% |