VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $360,000 | -56.7% | 7,560 | -52.3% | 0.26% | -43.7% |
| Q1 2022 | $831,000 | -12.5% | 15,860 | -7.9% | 0.45% | -9.6% |
| Q4 2021 | $950,000 | -10.2% | 17,225 | -7.3% | 0.50% | -15.2% |
| Q3 2021 | $1,058,000 | +8.2% | 18,585 | +8.5% | 0.59% | +9.9% |
| Q2 2021 | $978,000 | +5.3% | 17,135 | +5.3% | 0.54% | -0.9% |
| Q1 2021 | $929,000 | +11.7% | 16,275 | +14.4% | 0.54% | +4.6% |
| Q4 2020 | $832,000 | +151.4% | 14,225 | +149.6% | 0.52% | +119.9% |
| Q3 2020 | $331,000 | +748.7% | 5,700 | +714.3% | 0.24% | +615.2% |
| Q4 2019 | $39,000 | – | 700 | – | 0.03% | – |
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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% |