VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,713 | -58.5% | 4,426 | -57.6% | 0.00% | -55.6% |
| Q2 2023 | $509,718 | +96.8% | 10,428 | +99.4% | 0.01% | +28.6% |
| Q2 2022 | $259,000 | +5.7% | 5,231 | +12.0% | 0.01% | +16.7% |
| Q1 2022 | $245,000 | -66.8% | 4,669 | -65.2% | 0.01% | -68.4% |
| Q4 2021 | $739,000 | +25.3% | 13,402 | +29.4% | 0.02% | +11.8% |
| Q3 2021 | $590,000 | +12.2% | 10,355 | +12.8% | 0.02% | 0.0% |
| Q2 2021 | $526,000 | +19.0% | 9,182 | +18.7% | 0.02% | 0.0% |
| Q1 2021 | $442,000 | +13.0% | 7,738 | +16.0% | 0.02% | 0.0% |
| Q4 2020 | $391,000 | +83.6% | 6,670 | +81.7% | 0.02% | +41.7% |
| Q3 2020 | $213,000 | -13.4% | 3,671 | -14.6% | 0.01% | -40.0% |
| Q1 2020 | $246,000 | – | 4,297 | – | 0.02% | – |
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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% |