VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $956 | -6.8% | 19,652 | -5.8% | 0.06% | -14.5% |
| Q1 2024 | $1,026 | +66.6% | 20,864 | +67.3% | 0.08% | +90.0% |
| Q4 2023 | $616 | +15.8% | 12,470 | +12.2% | 0.04% | +14.3% |
| Q3 2023 | $532 | +8.6% | 11,115 | +10.8% | 0.04% | +9.4% |
| Q2 2023 | $490 | -0.2% | 10,032 | -0.0% | 0.03% | -15.8% |
| Q1 2023 | $491 | +3.4% | 10,036 | +0.1% | 0.04% | -5.0% |
| Q4 2022 | $475 | -99.9% | 10,025 | -5.1% | 0.04% | -14.9% |
| Q3 2022 | $504,000 | +1.0% | 10,567 | +4.9% | 0.05% | +6.8% |
| Q2 2022 | $499,000 | -12.6% | 10,076 | -7.5% | 0.04% | +4.8% |
| Q1 2022 | $571,000 | -5.1% | 10,892 | -0.2% | 0.04% | +7.7% |
| Q4 2021 | $602,000 | -78.4% | 10,912 | -77.7% | 0.04% | -76.6% |
| Q2 2021 | $2,788,000 | -2.2% | 48,888 | -2.0% | 0.17% | -8.7% |
| Q1 2021 | $2,850,000 | +9.7% | 49,892 | +7.0% | 0.18% | -44.9% |
| Q1 2019 | $2,599,000 | – | 46,610 | – | 0.33% | – |
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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% |