VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 720 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,000,525 | -9.2% | 20,557 | -8.2% | 0.70% | -8.6% |
| Q1 2024 | $1,101,676 | -50.9% | 22,396 | -50.7% | 0.76% | -54.1% |
| Q4 2023 | $2,244,228 | +204.6% | 45,462 | +195.1% | 1.66% | +155.4% |
| Q3 2023 | $736,769 | -33.6% | 15,404 | -32.2% | 0.65% | -29.3% |
| Q2 2023 | $1,110,305 | -13.6% | 22,715 | -13.5% | 0.92% | -21.4% |
| Q1 2023 | $1,284,390 | -49.3% | 26,255 | -50.8% | 1.17% | -53.7% |
| Q4 2022 | $2,531,575 | +357.0% | 53,375 | +359.6% | 2.52% | +330.4% |
| Q3 2022 | $554,000 | -43.8% | 11,613 | -41.6% | 0.58% | -37.8% |
| Q2 2022 | $985,000 | +68.1% | 19,876 | +77.9% | 0.94% | +98.5% |
| Q1 2022 | $586,000 | – | 11,175 | – | 0.47% | – |
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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% |