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 | $683,424 | -64.4% | 14,042 | -64.1% | 0.09% | -63.4% |
| Q1 2024 | $1,921,804 | +3.4% | 39,069 | +3.8% | 0.24% | +2.1% |
| Q4 2023 | $1,858,000 | +132.7% | 37,638 | +125.5% | 0.24% | +108.8% |
| Q3 2023 | $798,331 | -9.2% | 16,691 | -7.2% | 0.11% | -5.0% |
| Q2 2023 | $879,449 | +11.9% | 17,992 | +12.0% | 0.12% | +1.7% |
| Q1 2023 | $786,047 | +50.2% | 16,068 | +45.6% | 0.12% | +31.1% |
| Q4 2022 | $523,390 | -96.9% | 11,035 | -96.9% | 0.09% | -96.1% |
| Q3 2022 | $16,912,000 | – | 354,336 | – | 2.31% | – |
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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% |