VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $231,300 | +3.1% | 4,729 | 0.0% | 0.18% | -10.1% |
| Q4 2022 | $224,255 | -0.8% | 4,729 | 0.0% | 0.20% | -8.8% |
| Q3 2022 | $226,000 | -3.4% | 4,729 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $234,000 | -5.6% | 4,729 | 0.0% | 0.21% | +13.6% |
| Q1 2022 | $248,000 | -5.0% | 4,729 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $261,000 | -55.3% | 4,729 | -53.9% | 0.18% | -59.9% |
| Q3 2021 | $584,000 | +3.0% | 10,255 | +3.4% | 0.45% | +0.9% |
| Q2 2021 | $567,000 | +25.4% | 9,922 | +25.2% | 0.44% | +16.3% |
| Q1 2021 | $452,000 | +0.9% | 7,927 | +3.5% | 0.38% | -1.3% |
| Q4 2020 | $448,000 | +2.5% | 7,662 | +2.0% | 0.38% | -3.0% |
| Q3 2020 | $437,000 | +1.9% | 7,512 | +0.9% | 0.40% | -4.8% |
| Q2 2020 | $429,000 | +23.3% | 7,447 | +20.2% | 0.42% | -2.8% |
| Q1 2020 | $348,000 | -12.1% | 6,197 | -11.5% | 0.43% | +7.5% |
| Q4 2019 | $396,000 | – | 6,999 | – | 0.40% | – |
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% |