VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,790 | -4.6% | 6,226 | -2.5% | 0.02% | 0.0% |
| Q2 2023 | $312,100 | +0.9% | 6,385 | +0.9% | 0.02% | -4.0% |
| Q1 2023 | $309,420 | -0.9% | 6,325 | -4.0% | 0.02% | -3.8% |
| Q4 2022 | $312,374 | -3.0% | 6,586 | -2.2% | 0.03% | -10.3% |
| Q3 2022 | $322,000 | -9.6% | 6,737 | -6.3% | 0.03% | -9.4% |
| Q2 2022 | $356,000 | +2.3% | 7,188 | +8.4% | 0.03% | +23.1% |
| Q1 2022 | $348,000 | +1.2% | 6,628 | +6.1% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 6,245 | +5.1% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | +14.6% | 5,941 | +15.0% | 0.03% | +13.0% |
| Q2 2021 | $295,000 | +12.2% | 5,165 | +12.2% | 0.02% | +4.5% |
| Q1 2021 | $263,000 | – | 4,602 | – | 0.02% | – |
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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% |