VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $337,575 | -0.7% | 6,936 | +0.4% | 0.21% | -1.9% |
| Q1 2024 | $339,903 | +0.2% | 6,910 | +0.6% | 0.21% | -6.1% |
| Q4 2023 | $339,088 | +24.9% | 6,869 | +20.4% | 0.23% | +12.3% |
| Q3 2023 | $271,387 | -2.9% | 5,705 | -0.2% | 0.20% | -2.9% |
| Q2 2023 | $279,398 | -0.1% | 5,716 | 0.0% | 0.21% | -5.9% |
| Q1 2023 | $279,627 | +9.1% | 5,716 | +5.8% | 0.22% | +0.9% |
| Q4 2022 | $256,217 | +0.5% | 5,402 | +1.0% | 0.22% | -8.3% |
| Q3 2022 | $255,000 | -0.4% | 5,350 | +3.4% | 0.24% | +2.6% |
| Q2 2022 | $256,000 | -5.5% | 5,174 | 0.0% | 0.23% | +4.5% |
| Q1 2022 | $271,000 | +14.8% | 5,174 | +20.8% | 0.22% | +19.1% |
| Q4 2021 | $236,000 | – | 4,282 | – | 0.19% | – |
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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% |