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 | $233 | -2.9% | 4,791 | -1.8% | 0.07% | -11.2% |
| Q1 2024 | $240 | +0.8% | 4,878 | +1.3% | 0.08% | -11.1% |
| Q4 2023 | $238 | +1.3% | 4,815 | -1.9% | 0.09% | -5.3% |
| Q3 2023 | $235 | +0.4% | 4,908 | +2.4% | 0.10% | -15.2% |
| Q2 2023 | $234 | -0.4% | 4,795 | 0.0% | 0.11% | +23.1% |
| Q1 2023 | $235 | -95.9% | 4,795 | -96.0% | 0.09% | -95.8% |
| Q4 2022 | $5,750 | – | 121,241 | – | 2.16% | – |
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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% |