VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,605,777 | -4.1% | 179,924 | -2.0% | 2.12% | -2.7% |
| Q2 2023 | $8,975,311 | +6.7% | 183,619 | +6.8% | 2.17% | -1.9% |
| Q1 2023 | $8,407,943 | +10.8% | 171,871 | +7.5% | 2.22% | -6.7% |
| Q4 2022 | $7,586,409 | +13.3% | 159,950 | +14.0% | 2.37% | -5.9% |
| Q3 2022 | $6,695,000 | +10.2% | 140,274 | +14.4% | 2.52% | +6.9% |
| Q2 2022 | $6,077,000 | +24.7% | 122,659 | +32.0% | 2.36% | +28.8% |
| Q1 2022 | $4,875,000 | – | 92,957 | – | 1.83% | – |
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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% |