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 | $3,615,707 | +18.1% | 74,289 | +18.8% | 0.01% | +25.0% |
| Q1 2024 | $3,061,815 | +21.1% | 62,534 | +22.1% | 0.01% | 0.0% |
| Q4 2023 | $2,527,316 | +468.8% | 51,196 | +451.1% | 0.01% | +300.0% |
| Q3 2023 | $444,290 | -91.1% | 9,289 | -90.9% | 0.00% | -89.5% |
| Q2 2023 | $4,987,199 | -1.1% | 102,030 | +4.9% | 0.02% | +58.3% |
| Q1 2023 | $5,043,092 | +27.4% | 97,277 | +16.6% | 0.01% | -52.0% |
| Q4 2022 | $3,957,960 | +9.9% | 83,448 | +10.5% | 0.02% | -41.9% |
| Q3 2022 | $3,603,000 | +4.2% | 75,494 | +8.1% | 0.04% | +13.2% |
| Q2 2022 | $3,458,000 | -15.7% | 69,811 | -10.8% | 0.04% | -40.6% |
| Q1 2022 | $4,103,000 | +0.9% | 78,233 | +6.2% | 0.06% | +3.2% |
| Q4 2021 | $4,065,000 | -2.0% | 73,686 | +1.2% | 0.06% | -31.9% |
| Q3 2021 | $4,147,000 | +17.8% | 72,802 | +18.1% | 0.09% | +18.2% |
| Q2 2021 | $3,519,000 | -23.0% | 61,626 | -23.0% | 0.08% | -29.4% |
| Q1 2021 | $4,571,000 | -22.6% | 80,031 | -20.7% | 0.11% | -42.3% |
| Q4 2020 | $5,908,000 | +60.7% | 100,893 | +58.4% | 0.19% | -6.9% |
| Q2 2020 | $3,677,000 | – | 63,698 | – | 0.20% | – |
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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% |