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 | $3,997,442 | -1.8% | 83,576 | +0.4% | 2.32% | +1.7% |
| Q2 2023 | $4,070,270 | +4.9% | 83,271 | +5.0% | 2.28% | -3.0% |
| Q1 2023 | $3,880,423 | +5.7% | 79,322 | +2.4% | 2.35% | +4.2% |
| Q4 2022 | $3,672,628 | -12.7% | 77,433 | -12.1% | 2.26% | -19.0% |
| Q3 2022 | $4,205,000 | -7.8% | 88,096 | -4.3% | 2.79% | -4.9% |
| Q2 2022 | $4,562,000 | -15.1% | 92,091 | -10.2% | 2.93% | -6.9% |
| Q1 2022 | $5,376,000 | -23.9% | 102,524 | -20.0% | 3.15% | -25.7% |
| Q4 2021 | $7,069,000 | -3.2% | 128,157 | +0.0% | 4.24% | +31.0% |
| Q3 2021 | $7,299,000 | -4.9% | 128,146 | -4.7% | 3.24% | -7.3% |
| Q2 2021 | $7,677,000 | +7.6% | 134,453 | +7.6% | 3.49% | -11.4% |
| Q1 2021 | $7,138,000 | +2.9% | 124,972 | +5.5% | 3.94% | -2.8% |
| Q4 2020 | $6,934,000 | – | 118,430 | – | 4.05% | – |
Download | ||||||
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% |