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 | $236,000 | -38.1% | 4,758 | -34.5% | 0.06% | -29.5% |
| Q1 2022 | $381,000 | -43.0% | 7,269 | -40.1% | 0.08% | -42.6% |
| Q4 2021 | $669,000 | -22.7% | 12,131 | -20.1% | 0.14% | -27.7% |
| Q3 2021 | $865,000 | -38.3% | 15,192 | -38.1% | 0.19% | -40.5% |
| Q2 2021 | $1,401,000 | -2.0% | 24,540 | -1.9% | 0.32% | -8.9% |
| Q1 2021 | $1,429,000 | -0.2% | 25,014 | +2.2% | 0.35% | -3.6% |
| Q4 2020 | $1,432,000 | +2.6% | 24,466 | +2.0% | 0.36% | -8.2% |
| Q3 2020 | $1,396,000 | +26.8% | 23,990 | +25.8% | 0.39% | +13.0% |
| Q2 2020 | $1,101,000 | – | 19,064 | – | 0.35% | – |
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% |