VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 750 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $27,984 | -94.3% | 590 | -93.2% | 0.00% | – |
| Q3 2021 | $492,000 | +120.6% | 8,643 | +122.0% | 0.00% | – |
| Q1 2021 | $223,000 | -8.2% | 3,894 | -6.1% | 0.00% | – |
| Q4 2020 | $243,000 | -89.7% | 4,147 | -89.6% | 0.00% | -100.0% |
| Q3 2019 | $2,353,000 | +283.8% | 40,000 | +257.1% | 0.00% | +100.0% |
| Q1 2018 | $613,000 | -89.0% | 11,200 | -88.8% | 0.00% | -83.3% |
| Q2 2016 | $5,570,000 | +456.4% | 100,000 | +440.5% | 0.01% | +500.0% |
| Q1 2015 | $1,001,000 | +8.7% | 18,500 | +6.7% | 0.00% | 0.0% |
| Q4 2014 | $921,000 | -30.0% | 17,333 | -31.3% | 0.00% | 0.0% |
| Q3 2014 | $1,315,000 | -8.4% | 25,236 | -9.6% | 0.00% | 0.0% |
| Q2 2014 | $1,435,000 | – | 27,903 | – | 0.00% | – |
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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% |