VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $783,499 | +6.3% | 15,928 | +6.7% | 0.06% | 0.0% |
| Q4 2023 | $736,938 | +19.9% | 14,928 | +16.2% | 0.06% | +5.3% |
| Q3 2023 | $614,521 | +21.0% | 12,848 | +23.6% | 0.06% | +26.7% |
| Q2 2023 | $508,010 | +18.7% | 10,393 | +18.8% | 0.04% | +12.5% |
| Q1 2023 | $427,953 | +0.9% | 8,748 | -2.1% | 0.04% | -4.8% |
| Q4 2022 | $423,977 | +39.5% | 8,939 | +62.3% | 0.04% | +68.0% |
| Q4 2021 | $304,000 | +7.8% | 5,509 | +11.2% | 0.02% | -7.4% |
| Q3 2021 | $282,000 | +7.2% | 4,956 | +7.6% | 0.03% | +35.0% |
| Q2 2021 | $263,000 | +7.3% | 4,607 | +7.6% | 0.02% | -20.0% |
| Q1 2021 | $245,000 | -2.4% | 4,282 | 0.0% | 0.02% | -13.8% |
| Q4 2020 | $251,000 | +0.8% | 4,282 | 0.0% | 0.03% | -21.6% |
| Q3 2020 | $249,000 | – | 4,282 | – | 0.04% | – |
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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% |