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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $26,710,000 | -6.2% | 484,233 | -3.2% | 5.51% | -6.8% |
| Q3 2021 | $28,482,000 | +10.5% | 500,031 | +10.8% | 5.91% | +11.8% |
| Q2 2021 | $25,767,000 | +19.4% | 451,264 | +19.5% | 5.29% | +12.1% |
| Q1 2021 | $21,574,000 | +14.1% | 377,697 | +16.9% | 4.72% | +9.7% |
| Q4 2020 | $18,916,000 | +11.9% | 323,067 | +11.2% | 4.30% | -2.6% |
| Q3 2020 | $16,897,000 | – | 290,408 | – | 4.42% | – |
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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% |