VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -6.1% | 4,363 | -0.5% | 0.08% | +8.0% |
| Q1 2022 | $230,000 | -29.4% | 4,383 | -25.9% | 0.08% | -29.2% |
| Q4 2021 | $326,000 | -30.9% | 5,914 | -28.6% | 0.11% | -23.7% |
| Q3 2021 | $472,000 | +31.5% | 8,283 | +31.7% | 0.14% | +31.1% |
| Q2 2021 | $359,000 | -4.8% | 6,287 | -4.9% | 0.11% | -17.8% |
| Q1 2021 | $377,000 | +3.6% | 6,609 | +6.2% | 0.13% | -0.8% |
| Q4 2020 | $364,000 | +3.1% | 6,223 | +2.6% | 0.13% | -10.3% |
| Q3 2020 | $353,000 | -0.6% | 6,063 | -1.3% | 0.14% | -25.3% |
| Q2 2020 | $355,000 | +6.3% | 6,142 | +3.6% | 0.19% | -16.4% |
| Q1 2020 | $334,000 | +10.2% | 5,929 | +10.8% | 0.23% | +54.7% |
| Q4 2019 | $303,000 | +20.7% | 5,349 | +25.3% | 0.15% | +0.7% |
| Q3 2019 | $251,000 | – | 4,269 | – | 0.15% | – |
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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% |