VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 732 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,765 | -0.6% | 5,111 | +0.5% | 0.04% | -4.5% |
| Q1 2024 | $250,143 | -0.3% | 5,085 | +0.1% | 0.04% | -10.2% |
| Q4 2023 | $250,774 | +2.0% | 5,080 | -1.1% | 0.05% | -16.9% |
| Q3 2023 | $245,798 | -13.8% | 5,139 | -11.9% | 0.06% | -14.5% |
| Q2 2023 | $285,068 | +0.2% | 5,832 | -0.0% | 0.07% | -8.0% |
| Q1 2023 | $284,610 | +1.1% | 5,833 | -1.7% | 0.08% | +1.4% |
| Q4 2022 | $281,514 | +275.4% | 5,935 | +335.4% | 0.07% | +39.6% |
| Q2 2018 | $75,000 | – | 1,363 | – | 0.05% | – |
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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% |