VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 822 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is 20.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $33,525 | -45.5% | 689 | -44.9% | 0.01% | -53.8% |
Q1 2024 | $61,479 | +515.5% | 1,250 | +498.1% | 0.01% | +333.3% |
Q4 2023 | $9,988 | +37.1% | 209 | +40.3% | 0.00% | +50.0% |
Q3 2023 | $7,283 | 0.0% | 149 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $7,283 | +44.5% | 149 | +44.7% | 0.00% | +100.0% |
Q1 2023 | $5,039 | – | 103 | +1616.7% | 0.00% | – |
Q3 2022 | $0 | – | 6 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 6 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 6 | – | 0.00% | – |
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% |