VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 802 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,208,865 | -17.3% | 24,838 | -16.4% | 1.04% | -18.9% |
| Q1 2024 | $1,461,680 | -4.2% | 29,715 | -3.9% | 1.28% | -6.2% |
| Q4 2023 | $1,526,414 | -12.4% | 30,921 | -15.1% | 1.37% | -19.4% |
| Q3 2023 | $1,742,877 | +2.3% | 36,439 | +4.5% | 1.70% | +7.0% |
| Q2 2023 | $1,704,347 | -0.2% | 34,868 | -0.1% | 1.59% | -2.7% |
| Q1 2023 | $1,708,139 | +10.8% | 34,917 | +7.5% | 1.63% | +12.7% |
| Q4 2022 | $1,541,095 | +5.3% | 32,492 | +6.0% | 1.45% | +0.6% |
| Q3 2022 | $1,463,000 | -9.7% | 30,645 | -6.3% | 1.44% | +0.8% |
| Q2 2022 | $1,620,000 | -1.4% | 32,708 | +4.4% | 1.43% | +19.2% |
| Q1 2022 | $1,643,000 | -8.9% | 31,335 | -4.2% | 1.20% | -0.4% |
| Q4 2021 | $1,804,000 | +14.5% | 32,716 | +18.3% | 1.20% | +4.3% |
| Q3 2021 | $1,575,000 | +14.8% | 27,650 | +15.1% | 1.15% | +14.7% |
| Q2 2021 | $1,372,000 | +11.0% | 24,024 | +11.0% | 1.00% | +2.7% |
| Q1 2021 | $1,236,000 | +163.5% | 21,634 | +170.2% | 0.98% | +147.6% |
| Q4 2020 | $469,000 | – | 8,008 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 437,244 | $24,976,000 | 40.24% |
| Sensible Financial Planning & Management, LLC. | 1,162,208 | $66,385,000 | 24.37% |
| ECLECTIC ASSOCIATES INC /ADV | 431,282 | $24,635,000 | 20.40% |
| ASSET PLANNING CORPORATION | 229,985 | $13,137,000 | 13.67% |
| ADE, LLC | 211,273 | $12,068,000 | 11.98% |
| Brickley Wealth Management | 709,573 | $40,531,000 | 10.85% |
| McCarthy Grittinger Financial Group, LLC | 382,539 | $21,850,621 | 10.50% |
| Ally Invest Advisors Inc. | 1,104,339 | $63,080,000 | 10.50% |
| Facet Wealth, Inc. | 902,831 | $51,570,000 | 9.10% |
| Capstone Financial Advisors, Inc. | 1,745,617 | $99,710,000 | 8.84% |