VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,234 | -73.7% | 87 | -73.4% | 0.00% | – |
| Q1 2024 | $16,085 | +77.0% | 327 | +72.1% | 0.00% | – |
| Q3 2023 | $9,088 | +60486.7% | 190 | -38.9% | 0.00% | – |
| Q1 2023 | $15 | +66.7% | 311 | +55.5% | 0.00% | – |
| Q4 2022 | $9 | – | 200 | +2400.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -95.8% | 0.00% | – |
| Q1 2022 | $10,000 | +100.0% | 190 | +118.4% | 0.00% | – |
| Q2 2021 | $5,000 | +150.0% | 87 | +155.9% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 34 | -2.9% | 0.00% | – |
| Q1 2019 | $2,000 | -86.7% | 35 | -87.5% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | +650.0% | 280 | +617.9% | 0.00% | – |
| Q1 2016 | $2,000 | +100.0% | 39 | +95.0% | 0.00% | – |
| Q3 2015 | $1,000 | -85.7% | 20 | -84.3% | 0.00% | -100.0% |
| Q3 2014 | $7,000 | -76.7% | 127 | -78.9% | 0.00% | -66.7% |
| Q3 2013 | $30,000 | -66.7% | 603 | -66.8% | 0.00% | -57.1% |
| Q2 2013 | $90,000 | – | 1,819 | – | 0.01% | – |
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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% |