VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 750 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $869,000 | -9.2% | 18,205 | -5.8% | 1.65% | +0.4% |
| Q2 2022 | $957,000 | -14.6% | 19,318 | -10.2% | 1.64% | +83.3% |
| Q1 2022 | $1,121,000 | -8.3% | 21,501 | -3.0% | 0.90% | -2.5% |
| Q4 2021 | $1,223,000 | +9.8% | 22,167 | +13.4% | 0.92% | -0.3% |
| Q3 2021 | $1,114,000 | +1.4% | 19,540 | +1.5% | 0.92% | +12.6% |
| Q2 2021 | $1,099,000 | +6.4% | 19,252 | +6.5% | 0.82% | +1.2% |
| Q1 2021 | $1,033,000 | +14.5% | 18,071 | +17.4% | 0.81% | +12.0% |
| Q4 2020 | $902,000 | – | 15,398 | – | 0.72% | – |
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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% |