VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,917,219 | -0.7% | 290,973 | +1.5% | 7.20% | +1.6% |
| Q2 2023 | $14,017,876 | +1.5% | 286,781 | +1.6% | 7.08% | -1.2% |
| Q1 2023 | $13,806,133 | +13.3% | 282,219 | +9.8% | 7.17% | -1.3% |
| Q4 2022 | $12,186,885 | +25.2% | 256,945 | +26.0% | 7.27% | +6.6% |
| Q3 2022 | $9,736,000 | -16.7% | 203,987 | -13.5% | 6.82% | -17.6% |
| Q2 2022 | $11,681,000 | -7.8% | 235,794 | -2.4% | 8.29% | -5.2% |
| Q1 2022 | $12,671,000 | +4.1% | 241,621 | +9.5% | 8.74% | -10.5% |
| Q4 2021 | $12,175,000 | – | 220,718 | – | 9.76% | – |
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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% |