VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -97.1% | 4,011 | -97.0% | 0.02% | -97.0% |
| Q4 2021 | $7,319,000 | +4.7% | 132,682 | +8.2% | 0.66% | -4.1% |
| Q3 2021 | $6,988,000 | +29.0% | 122,678 | +29.3% | 0.69% | +25.0% |
| Q2 2021 | $5,419,000 | +36.9% | 94,910 | +36.9% | 0.55% | +29.5% |
| Q1 2021 | $3,959,000 | +113.2% | 69,314 | +118.6% | 0.43% | +99.5% |
| Q4 2020 | $1,857,000 | +69.4% | 31,708 | +68.4% | 0.21% | +45.6% |
| Q3 2020 | $1,096,000 | – | 18,828 | – | 0.15% | – |
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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% |