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 | $6,671,349 | +19.4% | 137,073 | +20.8% | 3.81% | +10.9% |
| Q1 2024 | $5,585,871 | +10.9% | 113,483 | +11.2% | 3.44% | -1.8% |
| Q4 2023 | $5,037,390 | +14.7% | 102,044 | +11.1% | 3.50% | +2.1% |
| Q3 2023 | $4,391,423 | +5.3% | 91,813 | +7.6% | 3.43% | +11.3% |
| Q2 2023 | $4,169,681 | +800.1% | 85,304 | +800.9% | 3.08% | +701.3% |
| Q1 2023 | $463,226 | -6.2% | 9,469 | -9.1% | 0.38% | -11.5% |
| Q4 2022 | $494,022 | – | 10,416 | – | 0.43% | – |
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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% |