VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,642 | -4.8% | 15,401 | -2.7% | 0.21% | -70.4% |
| Q2 2023 | $774,037 | +117.8% | 15,835 | +118.0% | 0.70% | +225.6% |
| Q1 2023 | $355,417 | -34.5% | 7,265 | -36.5% | 0.22% | +33.5% |
| Q4 2022 | $542,955 | -7.5% | 11,445 | -6.9% | 0.16% | -15.7% |
| Q3 2022 | $587,000 | -21.3% | 12,290 | -18.3% | 0.19% | -26.5% |
| Q2 2022 | $746,000 | -23.0% | 15,052 | -18.5% | 0.26% | -28.4% |
| Q1 2022 | $969,000 | -3.4% | 18,474 | +1.6% | 0.36% | -1.1% |
| Q4 2021 | $1,003,000 | -58.1% | 18,183 | -56.8% | 0.37% | -65.3% |
| Q3 2021 | $2,396,000 | +2.2% | 42,060 | +2.4% | 1.06% | -22.4% |
| Q2 2021 | $2,345,000 | +330.3% | 41,055 | +332.1% | 1.36% | +196.9% |
| Q1 2021 | $545,000 | – | 9,502 | – | 0.46% | – |
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% |