VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $802 | -78.5% | 16,302 | -78.5% | 0.33% | -80.6% |
| Q4 2023 | $3,738 | +25.3% | 75,724 | +20.4% | 1.69% | +14.1% |
| Q4 2022 | $2,984 | -99.7% | 62,906 | +230.6% | 1.48% | +134.1% |
| Q2 2022 | $943,000 | -67.2% | 19,028 | -63.5% | 0.63% | -54.1% |
| Q4 2021 | $2,874,000 | -38.1% | 52,104 | -35.9% | 1.38% | -60.1% |
| Q2 2021 | $4,641,000 | +1057.4% | 81,282 | +1057.7% | 3.46% | +896.5% |
| Q1 2021 | $401,000 | -64.0% | 7,021 | -63.1% | 0.35% | -60.4% |
| Q4 2020 | $1,113,000 | -43.3% | 19,014 | -43.7% | 0.88% | -52.7% |
| Q3 2020 | $1,964,000 | +80.2% | 33,759 | +78.8% | 1.86% | +67.7% |
| Q2 2020 | $1,090,000 | +81.7% | 18,880 | +77.9% | 1.11% | +113.1% |
| Q4 2019 | $600,000 | – | 10,612 | – | 0.52% | – |
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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% |