VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 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. | 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% |