VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $765,939 | -0.5% | 16,014 | +1.7% | 0.11% | +1.9% |
Q2 2023 | $769,604 | +7.5% | 15,745 | +7.5% | 0.11% | +2.9% |
Q1 2023 | $716,177 | +9.4% | 14,640 | +6.0% | 0.10% | +1.0% |
Q4 2022 | $654,897 | -12.4% | 13,808 | -11.9% | 0.10% | -24.3% |
Q3 2022 | $748,000 | +110.1% | 15,670 | +118.1% | 0.14% | +119.4% |
Q2 2022 | $356,000 | – | 7,184 | – | 0.06% | – |
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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% |