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 | $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. | 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% |