VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,966 | +7.8% | 6,836 | +10.1% | 0.11% | +11.0% |
| Q2 2023 | $303,398 | -0.1% | 6,207 | 0.0% | 0.10% | -9.1% |
| Q1 2023 | $303,646 | +3.1% | 6,207 | 0.0% | 0.11% | -5.2% |
| Q4 2022 | $294,398 | -0.5% | 6,207 | 0.0% | 0.12% | -11.5% |
| Q3 2022 | $296,000 | -3.6% | 6,207 | 0.0% | 0.13% | +6.5% |
| Q2 2022 | $307,000 | -5.5% | 6,207 | 0.0% | 0.12% | +11.8% |
| Q1 2022 | $325,000 | -5.0% | 6,207 | 0.0% | 0.11% | -5.2% |
| Q4 2021 | $342,000 | -3.4% | 6,207 | 0.0% | 0.12% | -10.1% |
| Q3 2021 | $354,000 | +28.7% | 6,207 | +28.7% | 0.13% | +29.0% |
| Q2 2021 | $275,000 | -0.4% | 4,824 | 0.0% | 0.10% | -12.3% |
| Q1 2021 | $276,000 | -2.1% | 4,824 | 0.0% | 0.11% | -16.2% |
| Q4 2020 | $282,000 | – | 4,824 | – | 0.14% | – |
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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% |