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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $8,704,943 | +114.2% | 17,893 | -78.3% | 0.73% | +142.3% |
| Q4 2023 | $4,063,471 | -16.2% | 82,306 | -18.8% | 0.30% | -20.2% |
| Q3 2023 | $4,849,488 | +34.2% | 101,390 | +37.1% | 0.38% | +49.8% |
| Q2 2023 | $3,613,598 | -0.4% | 73,928 | -0.3% | 0.25% | -0.4% |
| Q1 2023 | $3,629,615 | -22.4% | 74,150 | -24.8% | 0.25% | -41.9% |
| Q4 2022 | $4,677,879 | -11.5% | 98,627 | -10.9% | 0.43% | -2.7% |
| Q3 2022 | $5,285,000 | +18.5% | 110,737 | +23.0% | 0.45% | +24.9% |
| Q2 2022 | $4,461,000 | -8.4% | 90,046 | -3.0% | 0.36% | +9.2% |
| Q1 2022 | $4,869,000 | +84.9% | 92,851 | +94.5% | 0.33% | +62.7% |
| Q4 2021 | $2,633,000 | – | 47,732 | – | 0.20% | – |
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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% |