VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,924,000 | +43.1% | 333,617 | +48.6% | 2.01% | +41.5% |
| Q2 2022 | $11,125,000 | +103.7% | 224,558 | +115.6% | 1.42% | +103.7% |
| Q1 2022 | $5,462,000 | +415.3% | 104,157 | +442.1% | 0.70% | +444.5% |
| Q4 2021 | $1,060,000 | +63.1% | 19,214 | +68.3% | 0.13% | +58.0% |
| Q3 2021 | $650,000 | +111.7% | 11,414 | +115.2% | 0.08% | +125.0% |
| Q2 2021 | $307,000 | -26.6% | 5,304 | -26.7% | 0.04% | -40.0% |
| Q2 2020 | $418,000 | +136.2% | 7,236 | +123.6% | 0.06% | +150.0% |
| Q1 2018 | $177,000 | +0.6% | 3,236 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $176,000 | -0.6% | 3,236 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $177,000 | – | 3,236 | – | 0.02% | – |
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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% |