VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,418,349 | +3.0% | 214,061 | +4.1% | 7.22% | +1.1% |
| Q1 2024 | $10,114,349 | +6.7% | 205,618 | +7.1% | 7.13% | -4.6% |
| Q4 2023 | $9,478,376 | +2.5% | 192,006 | +1.5% | 7.48% | -3.4% |
| Q2 2023 | $9,249,660 | +6.0% | 189,232 | +6.1% | 7.75% | 0.0% |
| Q1 2023 | $8,724,784 | +9.5% | 178,348 | +6.2% | 7.75% | 0.0% |
| Q4 2022 | $7,968,667 | +129.4% | 168,009 | +130.9% | 7.75% | +102.6% |
| Q3 2022 | $3,473,000 | -48.9% | 72,765 | -47.0% | 3.82% | -46.0% |
| Q2 2022 | $6,797,000 | -7.3% | 137,195 | -1.8% | 7.08% | +7.1% |
| Q1 2022 | $7,329,000 | -7.0% | 139,752 | -2.2% | 6.61% | -6.5% |
| Q4 2021 | $7,884,000 | -1.6% | 142,922 | +1.6% | 7.07% | -6.2% |
| Q3 2021 | $8,010,000 | -0.2% | 140,626 | +0.1% | 7.54% | +1.0% |
| Q2 2021 | $8,024,000 | – | 140,519 | – | 7.46% | – |
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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% |