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 | $2,193,258 | -6.4% | 45,855 | -4.4% | 1.34% | -7.5% |
| Q2 2023 | $2,344,376 | +1.2% | 47,962 | +1.3% | 1.45% | -6.0% |
| Q1 2023 | $2,317,122 | -3.1% | 47,366 | -6.1% | 1.55% | -10.9% |
| Q4 2022 | $2,391,616 | +1.5% | 50,424 | +2.1% | 1.74% | +7.1% |
| Q3 2022 | $2,357,000 | -8.9% | 49,390 | -5.5% | 1.62% | -8.5% |
| Q2 2022 | $2,588,000 | -56.8% | 52,237 | -54.3% | 1.77% | -21.0% |
| Q1 2022 | $5,992,000 | +124.8% | 114,274 | +136.5% | 2.24% | +5.7% |
| Q4 2021 | $2,665,000 | -3.7% | 48,321 | -0.5% | 2.12% | -12.4% |
| Q3 2021 | $2,766,000 | +8.5% | 48,565 | +8.8% | 2.42% | -1.0% |
| Q2 2021 | $2,550,000 | +4.0% | 44,653 | +4.0% | 2.44% | -7.5% |
| Q1 2021 | $2,452,000 | – | 42,931 | – | 2.64% | – |
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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% |