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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $898,603 | +28.5% | 18,463 | +29.9% | 0.54% | +22.2% |
| Q1 2024 | $699,035 | +10.9% | 14,210 | +11.3% | 0.44% | -22.2% |
| Q4 2023 | $630,061 | +30.2% | 12,763 | +26.1% | 0.57% | +23.0% |
| Q3 2023 | $484,021 | +4.5% | 10,120 | +6.8% | 0.46% | +8.9% |
| Q2 2023 | $463,181 | +24.4% | 9,476 | +24.5% | 0.43% | +29.4% |
| Q1 2023 | $372,328 | +40.5% | 7,611 | +36.2% | 0.33% | +14.2% |
| Q4 2022 | $265,025 | -99.9% | 5,588 | +4.4% | 0.29% | -13.5% |
| Q3 2022 | $255,077,000 | +123723.8% | 5,352 | +29.0% | 0.33% | +0.9% |
| Q2 2022 | $206,000 | -18.6% | 4,150 | -13.9% | 0.33% | +10.0% |
| Q1 2022 | $253,000 | -99.8% | 4,819 | +82.7% | 0.30% | +123.0% |
| Q4 2021 | $145,525,000 | – | 2,638 | – | 0.14% | – |
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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% |