VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,523,621 | +23.4% | 199,114 | +22.3% | 2.14% | +4.7% |
| Q4 2022 | $7,719,972 | +0.3% | 162,766 | +0.9% | 2.04% | -10.1% |
| Q3 2022 | $7,697,000 | -4.4% | 161,256 | -0.7% | 2.27% | +1.1% |
| Q2 2022 | $8,049,000 | -4.6% | 162,469 | +1.0% | 2.25% | +8.3% |
| Q1 2022 | $8,435,000 | -16.4% | 160,858 | -12.0% | 2.08% | -8.5% |
| Q4 2021 | $10,086,000 | +1.3% | 182,847 | +4.7% | 2.27% | -1.0% |
| Q3 2021 | $9,956,000 | +33.1% | 174,639 | +33.3% | 2.29% | +3.9% |
| Q2 2021 | $7,480,000 | +3.5% | 130,992 | +3.5% | 2.21% | -5.5% |
| Q1 2021 | $7,230,000 | +6.7% | 126,571 | +9.3% | 2.34% | +0.3% |
| Q4 2020 | $6,778,000 | +0.5% | 115,770 | -0.2% | 2.33% | -11.8% |
| Q3 2020 | $6,746,000 | +7.9% | 115,946 | +7.1% | 2.64% | +3.6% |
| Q2 2020 | $6,250,000 | +3.0% | 108,270 | +0.4% | 2.55% | -12.0% |
| Q1 2020 | $6,070,000 | +1.9% | 107,884 | +2.5% | 2.90% | +6.2% |
| Q4 2019 | $5,955,000 | +1.6% | 105,257 | +5.7% | 2.73% | -9.1% |
| Q3 2019 | $5,860,000 | +4.8% | 99,604 | +4.4% | 3.00% | -0.3% |
| Q2 2019 | $5,593,000 | -1.1% | 95,442 | -4.7% | 3.01% | -8.2% |
| Q1 2019 | $5,655,000 | +3.1% | 100,137 | -1.0% | 3.28% | -4.0% |
| Q4 2018 | $5,486,000 | -15.9% | 101,130 | -15.2% | 3.42% | -13.3% |
| Q2 2018 | $6,526,000 | -0.4% | 119,285 | -1.0% | 3.94% | -10.9% |
| Q4 2017 | $6,551,000 | +7.6% | 120,481 | +8.0% | 4.42% | -8.2% |
| Q3 2017 | $6,091,000 | +2.6% | 111,582 | +2.2% | 4.82% | -2.1% |
| Q2 2017 | $5,934,000 | +3.7% | 109,154 | +3.7% | 4.92% | -0.6% |
| Q1 2017 | $5,722,000 | -99.9% | 105,307 | +5.7% | 4.95% | +8.7% |
| Q4 2016 | $5,352,107,000 | – | 99,621 | – | 4.56% | – |
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% |