VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,581 | -99.9% | 32,143 | -2.7% | 0.02% | -5.3% |
| Q4 2023 | $1,630,378 | +1.4% | 33,027 | -1.7% | 0.02% | -5.0% |
| Q3 2023 | $1,607,231 | +4.2% | 33,603 | +6.5% | 0.02% | +11.1% |
| Q2 2023 | $1,541,773 | -2.7% | 31,542 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $1,584,568 | +2.5% | 32,391 | -0.7% | 0.02% | -5.3% |
| Q4 2022 | $1,546,645 | -5.5% | 32,609 | -4.9% | 0.02% | -9.5% |
| Q3 2022 | $1,636,000 | -0.1% | 34,282 | +3.7% | 0.02% | +10.5% |
| Q2 2022 | $1,638,000 | -6.1% | 33,073 | -0.6% | 0.02% | +11.8% |
| Q1 2022 | $1,745,000 | -6.2% | 33,282 | -1.3% | 0.02% | +6.2% |
| Q4 2021 | $1,860,000 | -2.5% | 33,724 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $1,907,000 | +0.2% | 33,494 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $1,903,000 | +6.1% | 33,337 | +6.2% | 0.02% | +6.7% |
| Q1 2021 | $1,793,000 | +3.0% | 31,399 | +5.6% | 0.02% | -6.2% |
| Q4 2020 | $1,741,000 | +472.7% | 29,736 | +467.4% | 0.02% | +433.3% |
| Q3 2020 | $304,000 | +17.8% | 5,241 | +17.1% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | +15.2% | 4,476 | +12.2% | 0.00% | 0.0% |
| Q1 2020 | $224,000 | – | 3,989 | – | 0.00% | – |
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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% |