VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 732 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,079 | -0.5% | 22 | 0.0% | 0.00% | – |
| Q1 2024 | $1,084 | 0.0% | 22 | 0.0% | 0.00% | – |
| Q4 2023 | $1,084 | +6.6% | 22 | +4.8% | 0.00% | – |
| Q3 2023 | $1,017 | -1.7% | 21 | 0.0% | 0.00% | – |
| Q2 2023 | $1,035 | -60.9% | 21 | -61.1% | 0.00% | -100.0% |
| Q1 2023 | $2,645 | -96.1% | 54 | -96.2% | 0.00% | -95.0% |
| Q4 2022 | $67,162 | +2138.7% | 1,416 | +2260.0% | 0.02% | +1900.0% |
| Q2 2022 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | +50.0% | 60 | +81.8% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -80.0% | 33 | -81.7% | 0.00% | -66.7% |
| Q1 2021 | $10,000 | +233.3% | 180 | +210.3% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | – | 58 | – | 0.00% | – |
Download | ||||||
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% |