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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $508,084 | +65.1% | 10,329 | +64.2% | 0.01% | +20.0% |
Q1 2023 | $307,756 | -61.0% | 6,291 | -62.2% | 0.01% | -64.3% |
Q4 2022 | $789,170 | +179.8% | 16,639 | +181.2% | 0.01% | +133.3% |
Q3 2022 | $282,000 | -69.4% | 5,918 | -68.2% | 0.01% | -68.4% |
Q2 2022 | $922,000 | +109.5% | 18,616 | +121.6% | 0.02% | +137.5% |
Q1 2022 | $440,000 | -64.7% | 8,399 | -62.8% | 0.01% | -68.0% |
Q4 2021 | $1,245,000 | – | 22,580 | – | 0.02% | – |
Download |
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% |