VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 732 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
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% | – |
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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% |