VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $929,452 | -0.4% | 19,097 | -0.4% | 0.17% | -7.3% |
| Q1 2024 | $933,576 | -1.0% | 19,166 | +0.4% | 0.18% | 0.0% |
| Q4 2023 | $942,625 | +3.2% | 19,095 | 0.0% | 0.18% | -8.2% |
| Q3 2023 | $913,314 | -2.1% | 19,095 | 0.0% | 0.20% | -5.8% |
| Q2 2023 | $933,364 | -0.1% | 19,095 | 0.0% | 0.21% | -7.6% |
| Q1 2023 | $934,127 | +2.3% | 19,095 | -0.8% | 0.22% | +2.3% |
| Q4 2022 | $912,695 | +0.1% | 19,243 | +0.8% | 0.22% | -10.2% |
| Q3 2022 | $911,404 | -3.7% | 19,095 | 0.0% | 0.24% | +0.8% |
| Q2 2022 | $945,966 | -5.5% | 19,095 | 0.0% | 0.24% | +9.0% |
| Q1 2022 | $1,001,342 | – | 19,095 | – | 0.22% | – |
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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% |