VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 471 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $259,774 | -2.0% | 5,477 | -1.4% | 0.10% | -7.9% |
| Q3 2022 | $265,000 | -10.2% | 5,555 | -6.7% | 0.11% | -5.8% |
| Q2 2022 | $295,000 | -6.3% | 5,952 | -0.9% | 0.12% | +9.0% |
| Q1 2022 | $315,000 | +0.6% | 6,009 | +5.9% | 0.11% | +2.8% |
| Q4 2021 | $313,000 | -1.3% | 5,676 | +2.0% | 0.11% | -9.2% |
| Q3 2021 | $317,000 | -1.2% | 5,565 | -1.0% | 0.12% | -4.8% |
| Q2 2021 | $321,000 | -22.5% | 5,619 | -22.6% | 0.12% | -29.8% |
| Q1 2021 | $414,000 | -25.0% | 7,256 | -23.0% | 0.18% | -33.1% |
| Q4 2020 | $552,000 | +132.9% | 9,426 | +116.0% | 0.27% | +27.9% |
| Q4 2018 | $237,000 | – | 4,363 | – | 0.21% | – |
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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% |