VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19 | 0.0% | 381 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | +35.7% | 381 | +33.7% | 0.01% | +27.3% |
| Q1 2023 | $14 | -72.0% | 285 | -73.1% | 0.01% | -75.0% |
| Q4 2022 | $50 | -99.9% | 1,059 | -19.6% | 0.04% | -27.9% |
| Q3 2022 | $63,000 | -3.1% | 1,317 | +0.4% | 0.06% | +1.7% |
| Q2 2022 | $65,000 | -30.9% | 1,312 | -27.4% | 0.06% | -20.0% |
| Q1 2022 | $94,000 | – | 1,806 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
| Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
| Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
| McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
| Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
| Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
| HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
| AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
| Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
| Avion Wealth | 380,739 | $21,980,000 | 7.65% |