VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,643,000 | -5.0% | 31,339 | -0.1% | 1.02% | -11.4% |
| Q4 2021 | $1,730,000 | -9.0% | 31,380 | -6.0% | 1.15% | -9.3% |
| Q3 2021 | $1,902,000 | -2.2% | 33,400 | -1.9% | 1.27% | -2.2% |
| Q2 2021 | $1,944,000 | -2.8% | 34,048 | -2.8% | 1.30% | -18.6% |
| Q1 2021 | $2,000,000 | -29.5% | 35,020 | -27.7% | 1.59% | -27.7% |
| Q4 2020 | $2,836,000 | -3.8% | 48,429 | -4.4% | 2.20% | -11.8% |
| Q3 2020 | $2,948,000 | -9.3% | 50,674 | -10.0% | 2.50% | -16.1% |
| Q2 2020 | $3,252,000 | -0.9% | 56,323 | -3.4% | 2.98% | +4.7% |
| Q1 2020 | $3,280,000 | -10.8% | 58,300 | -10.3% | 2.84% | -18.4% |
| Q4 2019 | $3,676,000 | – | 64,968 | – | 3.48% | – |
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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% |