VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48,098 | -78.0% | 984 | -74.8% | 0.00% | -93.5% |
| Q3 2016 | $219,000 | -14.8% | 3,900 | -15.4% | 0.03% | -20.5% |
| Q2 2016 | $257,000 | -97.9% | 4,610 | -98.0% | 0.04% | -97.9% |
| Q1 2016 | $12,280,000 | +1.3% | 225,154 | -1.7% | 1.87% | +7.2% |
| Q4 2015 | $12,118,000 | +3.9% | 229,157 | +4.0% | 1.74% | -15.1% |
| Q3 2015 | $11,659,000 | -28.1% | 220,279 | -28.8% | 2.05% | -4.8% |
| Q2 2015 | $16,208,000 | -4.1% | 309,492 | -0.9% | 2.15% | -3.9% |
| Q1 2015 | $16,899,000 | +5.1% | 312,430 | +3.2% | 2.24% | +0.6% |
| Q4 2014 | $16,084,000 | – | 302,834 | – | 2.23% | – |
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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% |