VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 231 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,507,265 | +4.9% | 30,969 | +6.0% | 0.07% | +4.7% |
| Q1 2024 | $1,437,431 | +16.4% | 29,222 | +16.8% | 0.06% | +8.5% |
| Q4 2023 | $1,235,261 | +6.7% | 25,023 | +3.4% | 0.06% | -3.3% |
| Q3 2023 | $1,157,391 | +7.1% | 24,198 | +9.5% | 0.06% | +3.4% |
| Q2 2023 | $1,080,542 | +51.1% | 22,106 | +51.2% | 0.06% | +40.5% |
| Q1 2023 | $715,015 | +207.1% | 14,616 | +197.7% | 0.04% | +200.0% |
| Q4 2022 | $232,834 | +16.4% | 4,909 | +33.1% | 0.01% | -57.6% |
| Q4 2016 | $200,000 | -3.4% | 3,688 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $207,000 | +1.0% | 3,688 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $205,000 | +2.0% | 3,688 | 0.0% | 0.04% | -5.1% |
| Q1 2016 | $201,000 | – | 3,688 | – | 0.04% | – |
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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% |