VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $702,376 | -8.7% | 14,431 | -7.7% | 0.16% | -6.9% |
Q1 2024 | $769,097 | +9.0% | 15,635 | +9.4% | 0.17% | +3.0% |
Q4 2023 | $705,275 | -4.3% | 14,287 | -7.2% | 0.17% | -18.8% |
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. | 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% |