VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,176,559 | +89.9% | 24,174 | +92.0% | 0.04% | +281.8% |
| Q1 2024 | $619,412 | -0.2% | 12,592 | -1.0% | 0.01% | -47.6% |
| Q4 2023 | $620,518 | +0.3% | 12,718 | -1.7% | 0.02% | -12.5% |
| Q3 2023 | $618,526 | -5.0% | 12,932 | -2.9% | 0.02% | 0.0% |
| Q2 2023 | $651,260 | -2.4% | 13,324 | -2.3% | 0.02% | -7.7% |
| Q1 2023 | $667,013 | +100962.6% | 13,635 | -2.1% | 0.03% | -29.7% |
| Q4 2022 | $660 | -99.9% | 13,923 | -6.8% | 0.04% | -14.0% |
| Q3 2022 | $713,000 | -20.1% | 14,932 | -17.1% | 0.04% | +16.2% |
| Q2 2022 | $892,000 | -18.2% | 18,005 | -13.4% | 0.04% | +27.6% |
| Q1 2022 | $1,090,000 | -27.0% | 20,779 | -23.3% | 0.03% | -12.1% |
| Q4 2021 | $1,494,000 | -5.9% | 27,087 | -2.8% | 0.03% | -21.4% |
| Q3 2021 | $1,588,000 | +0.4% | 27,881 | +0.7% | 0.04% | -2.3% |
| Q2 2021 | $1,581,000 | -6.5% | 27,691 | -8.0% | 0.04% | -4.4% |
| Q1 2021 | $1,691,000 | – | 30,087 | – | 0.04% | – |
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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% |