VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,011,655 | -9.5% | 20,786 | -8.5% | 0.14% | -8.0% |
| Q1 2024 | $1,117,401 | +36.9% | 22,716 | +37.4% | 0.15% | +28.2% |
| Q4 2023 | $816,380 | +1.1% | 16,538 | -2.1% | 0.12% | -7.9% |
| Q3 2023 | $807,637 | -4.8% | 16,886 | -2.7% | 0.13% | -0.8% |
| Q2 2023 | $848,725 | -0.1% | 17,363 | +0.0% | 0.13% | -3.0% |
| Q1 2023 | $849,205 | +15.2% | 17,359 | +11.7% | 0.13% | +16.8% |
| Q4 2022 | $737,149 | -18.5% | 15,542 | -14.8% | 0.11% | -20.4% |
| Q2 2022 | $904,000 | -5.7% | 18,240 | -0.2% | 0.14% | +6.8% |
| Q1 2022 | $959,000 | – | 18,280 | – | 0.13% | – |
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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% |