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 2022 | $74,000 | -6.3% | 1,500 | 0.0% | 0.05% | +5.9% |
| Q1 2022 | $79,000 | -4.8% | 1,500 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $83,000 | +295.2% | 1,500 | +314.4% | 0.05% | +246.7% |
| Q1 2021 | $21,000 | 0.0% | 362 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $21,000 | 0.0% | 362 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $21,000 | -70.4% | 362 | -72.2% | 0.02% | -75.7% |
| Q4 2017 | $71,000 | 0.0% | 1,300 | 0.0% | 0.07% | -5.1% |
| Q3 2017 | $71,000 | 0.0% | 1,300 | 0.0% | 0.08% | -3.7% |
| Q2 2017 | $71,000 | +16.4% | 1,300 | +16.1% | 0.08% | +15.7% |
| Q1 2017 | $61,000 | -96.7% | 1,120 | -96.7% | 0.07% | -96.7% |
| Q4 2016 | $1,846,000 | -26.7% | 34,000 | -24.8% | 2.10% | -27.3% |
| Q3 2016 | $2,518,000 | -2.8% | 45,210 | -2.8% | 2.89% | -2.5% |
| Q2 2016 | $2,591,000 | +65.5% | 46,510 | +61.9% | 2.96% | +68.6% |
| Q1 2016 | $1,566,000 | +703.1% | 28,720 | +678.3% | 1.76% | +915.6% |
| Q4 2015 | $195,000 | – | 3,690 | – | 0.17% | – |
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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% |