VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,242 | +24.4% | 128,250 | +25.7% | 0.81% | -4.0% |
| Q1 2024 | $5,018 | -2.8% | 102,012 | -2.4% | 0.84% | +44.6% |
| Q4 2023 | $5,162 | +6.4% | 104,570 | +3.1% | 0.58% | -8.9% |
| Q3 2023 | $4,852 | +2.5% | 101,432 | +4.8% | 0.64% | +30.6% |
| Q1 2023 | $4,733 | -4.2% | 96,741 | -7.1% | 0.49% | -6.0% |
| Q4 2022 | $4,940 | -99.9% | 104,152 | -3.5% | 0.52% | -8.4% |
| Q3 2022 | $5,150,000 | -17.4% | 107,908 | -14.3% | 0.57% | -9.8% |
| Q2 2022 | $6,234,000 | -28.7% | 125,846 | -24.5% | 0.63% | -4.7% |
| Q1 2022 | $8,746,000 | +14.6% | 166,781 | +24.8% | 0.66% | -11.3% |
| Q2 2021 | $7,632,000 | +18.2% | 133,653 | +18.2% | 0.75% | +26.9% |
| Q1 2021 | $6,458,000 | +6.4% | 113,066 | +9.0% | 0.59% | -24.1% |
| Q4 2020 | $6,071,000 | +5.1% | 103,694 | +4.4% | 0.78% | -15.9% |
| Q3 2020 | $5,778,000 | +9.6% | 99,301 | +8.8% | 0.92% | -2.2% |
| Q2 2020 | $5,270,000 | +4.2% | 91,294 | +1.5% | 0.94% | +25.9% |
| Q1 2020 | $5,059,000 | – | 89,918 | – | 0.75% | – |
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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% |