VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $315,732 | -5.2% | 6,601 | -3.2% | 0.08% | -3.7% |
Q2 2023 | $333,208 | -1.9% | 6,816 | -1.8% | 0.08% | -4.7% |
Q1 2023 | $339,619 | -0.2% | 6,942 | -3.2% | 0.08% | -16.7% |
Q4 2022 | $340,195 | -14.1% | 7,172 | -10.3% | 0.10% | -29.2% |
Q2 2022 | $396,000 | -35.4% | 7,999 | -31.5% | 0.14% | -39.7% |
Q1 2022 | $613,000 | +3.0% | 11,684 | +8.3% | 0.24% | +3.0% |
Q4 2021 | $595,000 | – | 10,788 | – | 0.23% | – |
Download |
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% |