VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,410,743 | +4.0% | 28,986 | +5.2% | 0.18% | +2.2% |
| Q1 2024 | $1,355,898 | +6.1% | 27,565 | +6.4% | 0.18% | -0.6% |
| Q4 2023 | $1,278,452 | +2.2% | 25,898 | -1.0% | 0.18% | -9.1% |
| Q3 2023 | $1,250,654 | -0.2% | 26,148 | +2.0% | 0.20% | +5.3% |
| Q2 2023 | $1,252,972 | +1.2% | 25,634 | +1.3% | 0.19% | -7.0% |
| Q1 2023 | $1,238,278 | +3.5% | 25,312 | +0.3% | 0.20% | -5.2% |
| Q4 2022 | $1,196,510 | -7.1% | 25,227 | -6.5% | 0.21% | -16.5% |
| Q3 2022 | $1,288,000 | -15.2% | 26,988 | -11.9% | 0.25% | -13.0% |
| Q2 2022 | $1,519,000 | -19.4% | 30,648 | -14.7% | 0.29% | -24.2% |
| Q1 2022 | $1,884,000 | -2.6% | 35,918 | +2.4% | 0.38% | -1.0% |
| Q4 2021 | $1,935,000 | -0.8% | 35,075 | +2.5% | 0.39% | -11.2% |
| Q3 2021 | $1,950,000 | +3.1% | 34,234 | +3.3% | 0.44% | -1.8% |
| Q2 2021 | $1,892,000 | +4.5% | 33,133 | +4.6% | 0.45% | -12.0% |
| Q1 2021 | $1,810,000 | +15.1% | 31,691 | +18.0% | 0.51% | +9.5% |
| Q4 2020 | $1,573,000 | +10.5% | 26,859 | +9.8% | 0.46% | -9.6% |
| Q3 2020 | $1,424,000 | +15.6% | 24,469 | +14.7% | 0.51% | +5.1% |
| Q2 2020 | $1,232,000 | +43.3% | 21,337 | +39.6% | 0.49% | +5.0% |
| Q1 2020 | $860,000 | +16.7% | 15,282 | +17.3% | 0.46% | -11.5% |
| Q4 2019 | $737,000 | – | 13,023 | – | 0.52% | – |
Download | ||||||
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% |