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 | $3,028,108 | -1.0% | 62,217 | +0.0% | 2.46% | -0.5% |
| Q1 2024 | $3,060,113 | +20.3% | 62,210 | +20.7% | 2.47% | +13.3% |
| Q4 2023 | $2,544,036 | -4.2% | 51,535 | -7.2% | 2.18% | -11.4% |
| Q3 2023 | $2,656,645 | -1.2% | 55,543 | +0.9% | 2.46% | +2.5% |
| Q2 2023 | $2,689,914 | -0.1% | 55,031 | +0.0% | 2.40% | -3.5% |
| Q1 2023 | $2,691,358 | +33.4% | 55,015 | +29.3% | 2.49% | +27.0% |
| Q4 2022 | $2,018,027 | -21.0% | 42,547 | -20.5% | 1.96% | -26.1% |
| Q3 2022 | $2,554,000 | -4.0% | 53,509 | -0.4% | 2.65% | +3.8% |
| Q2 2022 | $2,660,000 | -4.6% | 53,699 | +1.0% | 2.56% | +9.5% |
| Q1 2022 | $2,788,000 | +3.5% | 53,160 | +8.8% | 2.33% | +7.8% |
| Q4 2021 | $2,695,000 | -1.2% | 48,850 | +2.0% | 2.16% | -6.9% |
| Q3 2021 | $2,729,000 | +4.4% | 47,915 | +4.6% | 2.32% | +4.3% |
| Q2 2021 | $2,615,000 | +1.5% | 45,797 | +1.5% | 2.23% | -5.4% |
| Q1 2021 | $2,577,000 | +2.2% | 45,116 | +4.7% | 2.36% | -1.8% |
| Q4 2020 | $2,522,000 | – | 43,088 | – | 2.40% | – |
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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% |