VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 665 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,604 | -1.7% | 8,146 | +0.5% | 0.02% | 0.0% |
| Q2 2023 | $396,194 | +0.4% | 8,105 | +0.4% | 0.02% | -5.6% |
| Q1 2023 | $394,789 | +3.4% | 8,070 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $381,801 | +0.2% | 8,050 | +0.8% | 0.02% | -21.7% |
| Q3 2022 | $381,000 | -4.0% | 7,986 | -0.1% | 0.02% | -23.3% |
| Q2 2022 | $397,000 | -5.3% | 7,996 | +0.2% | 0.03% | +42.9% |
| Q1 2022 | $419,000 | -4.3% | 7,978 | +0.6% | 0.02% | 0.0% |
| Q4 2021 | $438,000 | 0.0% | 7,934 | +3.1% | 0.02% | -8.7% |
| Q3 2021 | $438,000 | 0.0% | 7,693 | +0.2% | 0.02% | +27.8% |
| Q2 2021 | $438,000 | 0.0% | 7,677 | +0.2% | 0.02% | -5.3% |
| Q1 2021 | $438,000 | -2.2% | 7,661 | +0.2% | 0.02% | -13.6% |
| Q4 2020 | $448,000 | +1.1% | 7,649 | +0.5% | 0.02% | +4.8% |
| Q3 2020 | $443,000 | – | 7,613 | – | 0.02% | – |
Download | ||||||
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% |