VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $274,000 | -5.2% | 5,533 | +0.2% | 0.06% | +6.7% |
| Q1 2022 | $289,000 | -4.9% | 5,520 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $304,000 | 0.0% | 5,512 | +3.1% | 0.06% | -10.3% |
| Q3 2021 | $304,000 | 0.0% | 5,344 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $304,000 | -1.6% | 5,333 | -1.4% | 0.07% | -10.5% |
| Q1 2021 | $309,000 | -2.2% | 5,406 | +0.2% | 0.08% | -8.4% |
| Q4 2020 | $316,000 | +2.9% | 5,397 | +2.0% | 0.08% | -11.7% |
| Q3 2020 | $307,000 | +1.0% | 5,289 | +0.2% | 0.09% | -12.1% |
| Q2 2020 | $304,000 | +2.7% | 5,280 | +0.1% | 0.11% | -9.3% |
| Q1 2020 | $296,000 | -0.7% | 5,273 | +0.1% | 0.12% | +10.3% |
| Q4 2019 | $298,000 | – | 5,269 | – | 0.11% | – |
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% |