VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 659 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,838,991 | +2.8% | 448,716 | +3.9% | 2.03% | -0.5% |
| Q1 2024 | $21,245,636 | +8.3% | 431,910 | +8.7% | 2.04% | -4.1% |
| Q4 2023 | $19,622,392 | +16.9% | 397,496 | +13.3% | 2.12% | +5.5% |
| Q3 2023 | $16,786,417 | +5.6% | 350,960 | +7.9% | 2.01% | +4.8% |
| Q2 2023 | $15,896,118 | +5.6% | 325,207 | +5.7% | 1.92% | +1.9% |
| Q1 2023 | $15,051,559 | +10.4% | 307,677 | +7.0% | 1.88% | +2.0% |
| Q4 2022 | $13,634,228 | +5.5% | 287,460 | +6.2% | 1.85% | -1.3% |
| Q3 2022 | $12,920,000 | +2.4% | 270,680 | +6.2% | 1.87% | -1.9% |
| Q2 2022 | $12,622,000 | +0.2% | 254,782 | +6.1% | 1.91% | +4.8% |
| Q1 2022 | $12,592,000 | -2.1% | 240,119 | +3.0% | 1.82% | +6.1% |
| Q4 2021 | $12,861,000 | -6.0% | 233,161 | -2.9% | 1.72% | -8.6% |
| Q3 2021 | $13,683,000 | +3.2% | 240,229 | +3.5% | 1.88% | -3.4% |
| Q2 2021 | $13,257,000 | -1.0% | 232,167 | -1.0% | 1.94% | +0.2% |
| Q1 2021 | $13,389,000 | +3.0% | 234,399 | +5.6% | 1.94% | -4.7% |
| Q4 2020 | $12,998,000 | – | 221,994 | – | 2.04% | – |
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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% |