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 | $2,117,778 | +3.3% | 44,519 | +5.4% | 1.29% | +4.6% |
Q2 2023 | $2,050,844 | +1.4% | 42,233 | +2.2% | 1.23% | +0.7% |
Q1 2023 | $2,021,618 | +47.3% | 41,325 | +42.8% | 1.22% | +30.8% |
Q4 2022 | $1,372,168 | -13.6% | 28,930 | -13.1% | 0.94% | -28.9% |
Q3 2022 | $1,589,000 | +0.1% | 33,302 | +3.9% | 1.32% | -3.2% |
Q2 2022 | $1,588,000 | +37.6% | 32,058 | +43.1% | 1.36% | +32.5% |
Q1 2022 | $1,154,000 | +18.0% | 22,404 | +26.4% | 1.03% | +8.5% |
Q4 2021 | $978,000 | – | 17,724 | – | 0.95% | – |
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% |