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 | $9,453,709 | -0.3% | 194,241 | +0.8% | 4.15% | -0.9% |
| Q1 2024 | $9,480,389 | +12.6% | 192,730 | +13.0% | 4.19% | +4.8% |
| Q4 2023 | $8,417,424 | +10.3% | 170,514 | +6.9% | 4.00% | -0.0% |
| Q3 2023 | $7,631,898 | -2.0% | 159,563 | +0.2% | 4.00% | +2.1% |
| Q2 2023 | $7,787,073 | +0.9% | 159,310 | +1.0% | 3.92% | -2.8% |
| Q1 2023 | $7,718,598 | +6.0% | 157,780 | +2.8% | 4.03% | -1.2% |
| Q4 2022 | $7,278,513 | +0.8% | 153,458 | +2.4% | 4.08% | +2.2% |
| Q3 2022 | $7,222,000 | +4.9% | 149,891 | +7.8% | 3.99% | +0.1% |
| Q2 2022 | $6,887,000 | -20.0% | 139,020 | -15.3% | 3.99% | +10.5% |
| Q1 2022 | $8,610,000 | -12.5% | 164,190 | -8.0% | 3.61% | -10.1% |
| Q4 2021 | $9,841,000 | – | 178,401 | – | 4.01% | – |
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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% |