VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $819 | -2.2% | 17,118 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $837 | -2.3% | 17,118 | -2.3% | 0.09% | -5.4% |
| Q1 2023 | $857 | -1.9% | 17,518 | -4.9% | 0.09% | -3.1% |
| Q4 2022 | $874 | -99.9% | 18,427 | 0.0% | 0.10% | +2.1% |
| Q3 2022 | $880,000 | -3.6% | 18,427 | 0.0% | 0.09% | -22.3% |
| Q2 2022 | $913,000 | -5.5% | 18,427 | 0.0% | 0.12% | +22.2% |
| Q1 2022 | $966,000 | +3.4% | 18,427 | +8.9% | 0.10% | +30.3% |
| Q4 2021 | $934,000 | -3.1% | 16,927 | 0.0% | 0.08% | -5.0% |
| Q3 2021 | $964,000 | -0.3% | 16,927 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $967,000 | 0.0% | 16,927 | 0.0% | 0.08% | +7.8% |
| Q1 2021 | $967,000 | -2.4% | 16,927 | 0.0% | 0.08% | -10.5% |
| Q4 2020 | $991,000 | +0.6% | 16,927 | 0.0% | 0.09% | -51.1% |
| Q3 2020 | $985,000 | +101.4% | 16,927 | +100.0% | 0.18% | +89.2% |
| Q2 2020 | $489,000 | – | 8,464 | – | 0.09% | – |
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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% |