VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 5 | -86.5% | 0.00% | – |
| Q2 2023 | $2 | – | 37 | +640.0% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 5 | -98.6% | 0.00% | -100.0% |
| Q4 2022 | $17 | -99.8% | 367 | +92.1% | 0.00% | +33.3% |
| Q3 2022 | $9,000 | -25.0% | 191 | -23.0% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | +500.0% | 248 | +570.3% | 0.00% | +100.0% |
| Q1 2021 | $2,000 | -93.5% | 37 | -92.9% | 0.00% | -91.7% |
| Q4 2020 | $31,000 | +10.7% | 521 | +7.6% | 0.02% | +4.3% |
| Q3 2020 | $28,000 | +16.7% | 484 | +18.3% | 0.02% | +15.0% |
| Q2 2020 | $24,000 | +4.3% | 409 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $23,000 | – | 409 | – | 0.02% | – |
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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% |