VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,513,008 | +1.3% | 51,633 | +2.4% | 0.24% | -6.5% |
| Q1 2024 | $2,479,581 | -0.1% | 50,408 | +0.3% | 0.26% | -5.1% |
| Q4 2023 | $2,480,939 | +11.2% | 50,258 | +7.7% | 0.28% | -0.7% |
| Q3 2023 | $2,231,142 | +5.8% | 46,647 | +8.1% | 0.28% | +3.3% |
| Q2 2023 | $2,108,627 | +8.9% | 43,139 | +9.0% | 0.27% | +5.1% |
| Q1 2023 | $1,936,990 | +18.8% | 39,595 | +15.2% | 0.26% | +13.3% |
| Q4 2022 | $1,630,389 | +54246.3% | 34,375 | +59167.2% | 0.23% | – |
| Q3 2022 | $3,000 | -98.2% | 58 | -98.3% | 0.00% | -100.0% |
| Q2 2022 | $169,000 | -5.6% | 3,406 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $179,000 | +8850.0% | 3,406 | +8633.3% | 0.02% | – |
| Q4 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 39 | – | 0.00% | – |
Download | ||||||
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% |