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 | $7,366 | -2.2% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,528 | -0.1% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,534 | +107528.6% | 154 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7 | -99.9% | 154 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 154 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -50.0% | 154 | -50.0% | 0.00% | -50.0% |
| Q1 2022 | $16,000 | -5.9% | 308 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $17,000 | -5.6% | 308 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 308 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | 0.0% | 308 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | – | 308 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 564,855 | $30,666,000 | 21.22% |
| Annex Advisory Services, LLC | 931,584 | $50,576,000 | 12.28% |
| Symmetry Partners, LLC | 284,375 | $15,439,000 | 10.83% |
| Wilshire Advisors LLC | 241,250 | $13,051,000 | 10.34% |
| AllSquare Wealth Management LLC | 188,118 | $10,213,000 | 9.37% |
| RETIREMENT CAPITAL STRATEGIES | 285,799 | $15,462,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 199,678 | $10,841,000,000 | 8.58% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 450,202 | $24,442,000 | 6.61% |
| HT Partners LLC | 201,909 | $10,962,000 | 5.83% |
| Peak Financial Management, Inc. | 462,684 | $25,120,000 | 5.47% |