VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,559 | -2.1% | 6,263 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $306,135 | -7.5% | 6,263 | -7.5% | 0.18% | -11.9% |
| Q1 2023 | $331,091 | -5.1% | 6,768 | -8.0% | 0.20% | -5.2% |
| Q4 2022 | $349,048 | -15.5% | 7,359 | -14.9% | 0.21% | -26.4% |
| Q3 2022 | $413,000 | -3.5% | 8,651 | +0.0% | 0.29% | +1.1% |
| Q2 2022 | $428,000 | -10.1% | 8,647 | -4.8% | 0.28% | +0.7% |
| Q1 2022 | $476,000 | -6.1% | 9,086 | -1.1% | 0.28% | +0.7% |
| Q4 2021 | $507,000 | -10.6% | 9,183 | -7.7% | 0.28% | -18.3% |
| Q3 2021 | $567,000 | -2.2% | 9,947 | -2.1% | 0.34% | -1.4% |
| Q2 2021 | $580,000 | 0.0% | 10,161 | +0.1% | 0.35% | -6.4% |
| Q1 2021 | $580,000 | -0.7% | 10,155 | +1.8% | 0.37% | -6.5% |
| Q4 2020 | $584,000 | +5.0% | 9,980 | +4.3% | 0.40% | -7.9% |
| Q3 2020 | $556,000 | +0.7% | 9,564 | +0.1% | 0.43% | -6.7% |
| Q2 2020 | $552,000 | +2.6% | 9,559 | +0.0% | 0.46% | -15.0% |
| Q1 2020 | $538,000 | -7.1% | 9,555 | -6.7% | 0.55% | +16.9% |
| Q4 2019 | $579,000 | -1.7% | 10,237 | +2.2% | 0.47% | -8.4% |
| Q3 2019 | $589,000 | – | 10,018 | – | 0.51% | – |
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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% |