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 | $14,582,363 | +8.9% | 305,134 | +10.8% | 1.48% | +2.3% |
| Q2 2023 | $13,390,591 | +10.0% | 275,470 | +10.5% | 1.44% | -10.3% |
| Q1 2023 | $12,178,419 | +20.7% | 249,404 | +19.4% | 1.61% | +6.4% |
| Q4 2022 | $10,090,756 | +19.5% | 208,918 | +18.1% | 1.51% | -11.0% |
| Q3 2022 | $8,445,000 | -0.0% | 176,943 | +3.8% | 1.70% | -6.8% |
| Q2 2022 | $8,446,000 | +15.8% | 170,483 | +22.5% | 1.82% | +11.9% |
| Q1 2022 | $7,295,000 | +19.0% | 139,118 | +24.6% | 1.63% | -13.9% |
| Q4 2021 | $6,128,000 | – | 111,612 | – | 1.89% | – |
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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% |