VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,127 | -1.7% | 9,202 | +0.4% | 0.08% | 0.0% |
| Q2 2023 | $447,799 | +7.1% | 9,161 | +7.2% | 0.08% | +5.6% |
| Q1 2023 | $417,931 | +0.6% | 8,543 | -2.4% | 0.07% | -2.7% |
| Q4 2022 | $415,280 | -22.8% | 8,756 | -22.4% | 0.07% | -28.2% |
| Q3 2022 | $538,000 | -3.9% | 11,281 | -0.2% | 0.10% | +3.0% |
| Q2 2022 | $560,000 | -31.3% | 11,306 | -27.2% | 0.10% | -22.5% |
| Q1 2022 | $815,000 | -1.5% | 15,539 | +3.2% | 0.13% | +1.6% |
| Q4 2021 | $827,000 | -2.5% | 15,059 | +1.2% | 0.13% | -8.6% |
| Q3 2021 | $848,000 | +3.0% | 14,886 | +3.3% | 0.14% | +3.0% |
| Q2 2021 | $823,000 | -0.2% | 14,409 | -0.2% | 0.14% | -6.2% |
| Q1 2021 | $825,000 | +64.0% | 14,440 | +67.9% | 0.14% | +69.4% |
| Q4 2020 | $503,000 | +8283.3% | 8,598 | +7716.4% | 0.08% | +2733.3% |
| Q2 2019 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
| Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
| Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
| McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
| Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
| Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
| HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
| AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
| Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
| Avion Wealth | 380,739 | $21,980,000 | 7.65% |