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 | $688,627 | +36.3% | 14,397 | +39.3% | 0.62% | +33.5% |
| Q2 2023 | $505,191 | +0.1% | 10,335 | -0.6% | 0.46% | -8.7% |
| Q1 2023 | $504,764 | -1.7% | 10,398 | -4.0% | 0.51% | -10.3% |
| Q4 2022 | $513,695 | -1.2% | 10,831 | -0.6% | 0.56% | -10.5% |
| Q3 2022 | $520,000 | -2.6% | 10,897 | +1.1% | 0.63% | -1.9% |
| Q2 2022 | $534,000 | -10.7% | 10,776 | -5.5% | 0.64% | +2.2% |
| Q1 2022 | $598,000 | -0.5% | 11,401 | +4.6% | 0.63% | +3.5% |
| Q4 2021 | $601,000 | – | 10,900 | – | 0.61% | – |
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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% |