VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,324,315 | +19.4% | 215,854 | +22.0% | 1.10% | +14.9% |
| Q2 2023 | $8,646,684 | +10.8% | 176,896 | +10.9% | 0.95% | -1.9% |
| Q1 2023 | $7,800,595 | +29.0% | 159,456 | +25.1% | 0.97% | +6.1% |
| Q4 2022 | $6,045,916 | +54.1% | 127,471 | +55.1% | 0.92% | +1.9% |
| Q3 2022 | $3,924,000 | +132.3% | 82,207 | +141.1% | 0.90% | +106.4% |
| Q2 2022 | $1,689,000 | -3.0% | 34,096 | +2.7% | 0.44% | -1.6% |
| Q1 2022 | $1,742,000 | +0.8% | 33,207 | +6.0% | 0.44% | -8.7% |
| Q4 2021 | $1,729,000 | – | 31,339 | – | 0.48% | – |
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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% |