VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,186,451 | +4.3% | 106,564 | +5.4% | 2.10% | +3.2% |
| Q1 2024 | $4,974,055 | +3.3% | 101,119 | +3.6% | 2.04% | -1.2% |
| Q4 2023 | $4,816,330 | +12.5% | 97,566 | +9.0% | 2.06% | -1.5% |
| Q3 2023 | $4,282,449 | -3.2% | 89,535 | -1.1% | 2.09% | +3.2% |
| Q2 2023 | $4,425,198 | -3.1% | 90,532 | -3.1% | 2.03% | -3.9% |
| Q1 2023 | $4,568,998 | +17.5% | 93,397 | +15.5% | 2.11% | +5.2% |
| Q4 2022 | $3,888,486 | – | 80,896 | – | 2.01% | – |
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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% |