VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 680 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $222,158 | -38.3% | 4,684 | -37.9% | 0.11% | -42.9% |
| Q3 2022 | $360,000 | -37.1% | 7,539 | -34.7% | 0.19% | -32.5% |
| Q2 2022 | $572,000 | -23.6% | 11,538 | -19.4% | 0.28% | -26.9% |
| Q1 2022 | $749,000 | -32.8% | 14,313 | -29.2% | 0.38% | +52.0% |
| Q4 2021 | $1,115,000 | +1.3% | 20,215 | +4.6% | 0.25% | -1.2% |
| Q3 2021 | $1,101,000 | +5.4% | 19,334 | +6.8% | 0.26% | +2.0% |
| Q2 2021 | $1,045,000 | +8.4% | 18,098 | +7.2% | 0.25% | -4.2% |
| Q1 2021 | $964,000 | +10.8% | 16,881 | +13.1% | 0.26% | +2.8% |
| Q4 2020 | $870,000 | – | 14,920 | – | 0.25% | – |
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% |