VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,030 | +6.2% | 411,561 | +7.3% | 11.52% | +3.4% |
| Q1 2024 | $18,859 | +8.8% | 383,383 | +8.8% | 11.13% | +0.6% |
| Q4 2023 | $17,333 | +6.1% | 352,431 | +3.1% | 11.07% | -6.4% |
| Q3 2023 | $16,343 | +1.0% | 341,702 | +3.2% | 11.83% | +3.6% |
| Q2 2023 | $16,189 | -0.2% | 331,199 | -0.1% | 11.42% | -2.0% |
| Q1 2023 | $16,215 | +8.5% | 331,475 | +5.2% | 11.65% | +0.2% |
| Q4 2022 | $14,945 | -99.9% | 315,100 | +3.7% | 11.63% | -8.0% |
| Q3 2022 | $14,505,000 | -4.3% | 303,909 | -0.1% | 12.64% | +2.2% |
| Q2 2022 | $15,152,000 | -6.3% | 304,208 | -1.4% | 12.37% | +3.3% |
| Q1 2022 | $16,178,000 | -1.8% | 308,516 | +3.3% | 11.97% | -1.2% |
| Q4 2021 | $16,472,000 | – | 298,624 | – | 12.12% | – |
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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% |