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 | $698,366 | +6.4% | 14,349 | +7.6% | 0.25% | -3.1% |
| Q1 2024 | $656,195 | +3.9% | 13,340 | +4.3% | 0.25% | -11.8% |
| Q4 2023 | $631,280 | +12.0% | 12,788 | +8.5% | 0.29% | +54.0% |
| Q3 2023 | $563,677 | +0.5% | 11,785 | +2.7% | 0.19% | +4.5% |
| Q2 2023 | $560,849 | +23.1% | 11,474 | +23.2% | 0.18% | +7.8% |
| Q1 2023 | $455,592 | +12.8% | 9,313 | +9.4% | 0.17% | +3.1% |
| Q4 2022 | $403,772 | -8.9% | 8,513 | -8.2% | 0.16% | -11.5% |
| Q3 2022 | $443,000 | +21.7% | 9,278 | +26.3% | 0.18% | +26.4% |
| Q2 2022 | $364,000 | +14.8% | 7,348 | +21.6% | 0.14% | +34.6% |
| Q1 2022 | $317,000 | -70.9% | 6,045 | -69.4% | 0.11% | -70.1% |
| Q4 2021 | $1,090,000 | -21.8% | 19,764 | -19.2% | 0.36% | -29.2% |
| Q3 2021 | $1,394,000 | +9.3% | 24,469 | +9.6% | 0.51% | -8.5% |
| Q2 2021 | $1,275,000 | -0.6% | 22,330 | -0.6% | 0.55% | -2.8% |
| Q1 2021 | $1,283,000 | -1.5% | 22,454 | +1.0% | 0.57% | -10.3% |
| Q4 2020 | $1,302,000 | +38.7% | 22,233 | +37.7% | 0.63% | +14.4% |
| Q3 2020 | $939,000 | +4.1% | 16,142 | +3.3% | 0.55% | -14.4% |
| Q2 2020 | $902,000 | +52.9% | 15,630 | +49.2% | 0.65% | +65.9% |
| Q1 2020 | $590,000 | +0.3% | 10,479 | +0.8% | 0.39% | +15.4% |
| Q4 2019 | $588,000 | – | 10,399 | – | 0.34% | – |
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% |