VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 750 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $492,000 | +2.5% | 8,919 | +5.8% | 0.25% | -8.6% |
| Q3 2021 | $480,000 | -8.0% | 8,432 | -7.8% | 0.27% | -10.0% |
| Q2 2021 | $522,000 | -11.4% | 9,144 | -11.4% | 0.30% | -18.1% |
| Q1 2021 | $589,000 | -66.3% | 10,317 | -65.5% | 0.36% | -67.8% |
| Q4 2020 | $1,749,000 | -7.7% | 29,864 | -8.3% | 1.13% | -18.3% |
| Q3 2020 | $1,894,000 | +10.1% | 32,558 | +9.3% | 1.39% | -11.5% |
| Q2 2020 | $1,720,000 | +8.2% | 29,795 | +5.5% | 1.57% | -13.1% |
| Q1 2020 | $1,590,000 | – | 28,253 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
| Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
| Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
| Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
| Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
| RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
| AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
| HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
| Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |