VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -12.1% | 5,800 | -10.0% | 0.06% | -8.2% |
| Q2 2023 | $315 | -90.3% | 6,444 | -90.3% | 0.06% | -90.7% |
| Q1 2023 | $3,245 | +64.0% | 66,325 | +59.0% | 0.66% | +29.9% |
| Q4 2022 | $1,979 | -99.9% | 41,717 | -17.0% | 0.50% | -29.6% |
| Q3 2022 | $2,399,000 | -5.6% | 50,260 | -2.1% | 0.72% | -0.6% |
| Q2 2022 | $2,542,000 | -7.3% | 51,322 | -1.9% | 0.72% | +0.7% |
| Q1 2022 | $2,742,000 | +71.6% | 52,295 | +80.6% | 0.72% | +47.3% |
| Q4 2021 | $1,598,000 | +4.8% | 28,963 | +8.1% | 0.49% | -4.9% |
| Q3 2021 | $1,525,000 | +7.9% | 26,781 | +8.2% | 0.51% | +4.5% |
| Q2 2021 | $1,413,000 | +1.7% | 24,749 | +1.8% | 0.49% | -8.3% |
| Q1 2021 | $1,389,000 | -6.0% | 24,323 | -3.6% | 0.53% | -11.9% |
| Q4 2020 | $1,478,000 | +1.8% | 25,244 | +1.2% | 0.60% | -9.0% |
| Q3 2020 | $1,452,000 | +16.6% | 24,950 | +15.7% | 0.66% | +2.5% |
| Q2 2020 | $1,245,000 | +9.4% | 21,562 | +6.6% | 0.65% | -13.0% |
| Q1 2020 | $1,138,000 | +23.2% | 20,229 | +23.9% | 0.75% | +23.7% |
| Q4 2019 | $924,000 | +17.3% | 16,324 | +21.9% | 0.60% | +7.9% |
| Q3 2019 | $788,000 | +8.4% | 13,390 | +5.5% | 0.56% | +4.5% |
| Q2 2019 | $727,000 | +6.6% | 12,693 | +3.8% | 0.54% | +4.5% |
| Q1 2019 | $682,000 | +11.6% | 12,231 | +8.5% | 0.51% | +2.6% |
| Q4 2018 | $611,000 | – | 11,269 | – | 0.50% | – |
Download | ||||||
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% |