VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,025 | -2.2% | 9,667 | -0.0% | 0.05% | +11.6% |
| Q2 2023 | $330,252 | +0.1% | 9,671 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $329,960 | +3.1% | 9,660 | +0.0% | 0.04% | -2.3% |
| Q4 2022 | $319,908 | +31.6% | 9,658 | +20.5% | 0.04% | +12.8% |
| Q3 2022 | $243,000 | -3.6% | 8,013 | +0.0% | 0.04% | 0.0% |
| Q2 2022 | $252,000 | -5.6% | 8,010 | +0.0% | 0.04% | +8.3% |
| Q1 2022 | $267,000 | -4.6% | 8,008 | +0.1% | 0.04% | -2.7% |
| Q4 2021 | $280,000 | -1.1% | 8,001 | +59.9% | 0.04% | -2.6% |
| Q3 2021 | $283,000 | -1.0% | 5,004 | +0.0% | 0.04% | -2.6% |
| Q2 2021 | $286,000 | -43.9% | 5,002 | -44.0% | 0.04% | -48.7% |
| Q1 2021 | $510,000 | -2.5% | 8,925 | -0.1% | 0.08% | -15.6% |
| Q4 2020 | $523,000 | – | 8,930 | – | 0.09% | – |
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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% |