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 | $2,724,055 | +2.6% | 56,953 | +4.8% | 1.52% | +2.7% |
| Q2 2023 | $2,655,946 | -2.1% | 54,336 | -2.0% | 1.48% | -9.0% |
| Q1 2023 | $2,713,568 | +2.5% | 55,470 | -0.6% | 1.63% | -6.1% |
| Q4 2022 | $2,647,000 | +23.3% | 55,817 | +24.1% | 1.73% | +9.4% |
| Q3 2022 | $2,147,000 | -36.6% | 44,991 | -34.2% | 1.58% | -36.4% |
| Q2 2022 | $3,385,000 | -17.9% | 68,331 | -13.1% | 2.49% | -21.6% |
| Q1 2022 | $4,123,000 | +8.6% | 78,621 | +14.2% | 3.18% | +9.7% |
| Q4 2021 | $3,796,000 | – | 68,815 | – | 2.90% | – |
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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% |