VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,550 | -2.1% | 576 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $28,155 | -0.1% | 576 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $28,178 | +85287.9% | 576 | -16.0% | 0.01% | -20.0% |
| Q4 2022 | $33 | -99.9% | 686 | +19.1% | 0.02% | +15.4% |
| Q3 2022 | $27,000 | -6.9% | 576 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | -3.3% | 576 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $30,000 | -6.2% | 576 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $32,000 | -3.0% | 576 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $33,000 | 0.0% | 576 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $33,000 | +1000.0% | 576 | +966.7% | 0.02% | +650.0% |
| Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | – | 54 | – | 0.00% | – |
Download | ||||||
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% |