VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,176,016 | -1.6% | 66,402 | +0.6% | 1.77% | +0.9% |
| Q2 2023 | $3,226,282 | -1.7% | 66,004 | -1.6% | 1.75% | -4.1% |
| Q1 2023 | $3,281,484 | +0.0% | 67,079 | -3.0% | 1.83% | +1.6% |
| Q4 2022 | $3,280,482 | -7.5% | 69,164 | -7.0% | 1.80% | -13.4% |
| Q3 2022 | $3,548,000 | -12.8% | 74,346 | -9.5% | 2.07% | -8.1% |
| Q2 2022 | $4,070,000 | -9.9% | 82,169 | -7.1% | 2.26% | -0.4% |
| Q1 2022 | $4,517,000 | -9.1% | 88,485 | -1.7% | 2.26% | +9.2% |
| Q4 2021 | $4,967,000 | -6.6% | 90,052 | -3.6% | 2.07% | -22.2% |
| Q3 2021 | $5,320,000 | +1.3% | 93,408 | +1.5% | 2.66% | -0.9% |
| Q2 2021 | $5,254,000 | +0.2% | 92,026 | +0.3% | 2.69% | -4.8% |
| Q1 2021 | $5,242,000 | +11.2% | 91,780 | +14.0% | 2.82% | +11.9% |
| Q4 2020 | $4,713,000 | – | 80,497 | – | 2.52% | – |
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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% |