VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,391 | +7.1% | 24,198 | +9.5% | 0.06% | +3.4% |
| Q2 2023 | $1,080,542 | +51.1% | 22,106 | +51.2% | 0.06% | +40.5% |
| Q1 2023 | $715,015 | +207.1% | 14,616 | +197.7% | 0.04% | +200.0% |
| Q4 2022 | $232,834 | +16.4% | 4,909 | +33.1% | 0.01% | -57.6% |
| Q4 2016 | $200,000 | -3.4% | 3,688 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $207,000 | +1.0% | 3,688 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $205,000 | +2.0% | 3,688 | 0.0% | 0.04% | -5.1% |
| Q1 2016 | $201,000 | – | 3,688 | – | 0.04% | – |
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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% |