Cadence Bank - VANGUARD CHARLOTTE FDS ownership

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
Cadence Bank ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$319,121
-2.1%
6,6720.0%0.03%0.0%
Q2 2023$326,127
-0.1%
6,6720.0%0.03%
-6.7%
Q1 2023$326,394
+21.5%
6,672
+17.8%
0.03%
+20.0%
Q4 2022$268,5485,6620.02%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders