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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $6,100 | -97.0% | 124 | -96.9% | 0.01% | -97.6% |
| Q2 2022 | $201,000 | 0.0% | 4,053 | +15.1% | 0.21% | +36.4% |
| Q3 2021 | $201,000 | -16.2% | 3,521 | -16.1% | 0.15% | -16.3% |
| Q2 2021 | $240,000 | -1.2% | 4,198 | -1.1% | 0.18% | -9.4% |
| Q1 2021 | $243,000 | -2.4% | 4,246 | 0.0% | 0.20% | -11.0% |
| Q4 2020 | $249,000 | -11.7% | 4,246 | -12.5% | 0.23% | -23.5% |
| Q3 2020 | $282,000 | -8.1% | 4,855 | -8.6% | 0.30% | -15.8% |
| Q2 2020 | $307,000 | -10.2% | 5,313 | -12.6% | 0.35% | -10.2% |
| Q1 2020 | $342,000 | -3.9% | 6,080 | -3.3% | 0.39% | +17.3% |
| Q4 2019 | $356,000 | – | 6,288 | – | 0.34% | – |
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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% |