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 | $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% | – |
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% |