VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,609 | -19.8% | 9,275 | -18.1% | 0.04% | -4.8% |
| Q2 2023 | $553,376 | +1.5% | 11,321 | +1.6% | 0.04% | -8.7% |
| Q1 2023 | $545,356 | -1.0% | 11,148 | -4.1% | 0.05% | -14.8% |
| Q4 2022 | $551,078 | -8.0% | 11,619 | -7.4% | 0.05% | -20.6% |
| Q3 2022 | $599,000 | +1.4% | 12,542 | +5.1% | 0.07% | +1.5% |
| Q2 2022 | $591,000 | -9.4% | 11,933 | -4.0% | 0.07% | +3.1% |
| Q1 2022 | $652,000 | -8.4% | 12,433 | -3.7% | 0.06% | -7.1% |
| Q4 2021 | $712,000 | +10.0% | 12,913 | +13.7% | 0.07% | -2.8% |
| Q3 2021 | $647,000 | +47.4% | 11,361 | +47.7% | 0.07% | +44.0% |
| Q2 2021 | $439,000 | +74.2% | 7,691 | +74.2% | 0.05% | +56.2% |
| Q1 2021 | $252,000 | +10.0% | 4,415 | +11.9% | 0.03% | -27.3% |
| Q3 2020 | $229,000 | +12.8% | 3,944 | +12.2% | 0.04% | -20.0% |
| Q2 2019 | $203,000 | -38.7% | 3,515 | -42.3% | 0.06% | -78.6% |
| Q3 2018 | $331,000 | +0.6% | 6,087 | +1.2% | 0.26% | -11.4% |
| Q2 2018 | $329,000 | -2.9% | 6,017 | -3.0% | 0.29% | -9.7% |
| Q1 2018 | $339,000 | +8.0% | 6,203 | +7.5% | 0.32% | -2.4% |
| Q4 2017 | $314,000 | – | 5,772 | – | 0.33% | – |
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% |