VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572 | +16.3% | 11,972 | +18.8% | 0.01% | 0.0% |
| Q1 2023 | $492 | -99.9% | 10,074 | -27.8% | 0.01% | -14.3% |
| Q3 2022 | $665,000 | -48.5% | 13,947 | -38.6% | 0.01% | -12.5% |
| Q3 2021 | $1,292,000 | -22.9% | 22,700 | -20.7% | 0.01% | -76.5% |
| Q4 2020 | $1,676,000 | +729.7% | 28,627 | +694.8% | 0.03% | +161.5% |
| Q1 2020 | $202,000 | -82.2% | 3,602 | -81.3% | 0.01% | -75.9% |
| Q3 2019 | $1,135,000 | +385.0% | 19,296 | +345.5% | 0.05% | +63.6% |
| Q4 2018 | $234,000 | – | 4,331 | – | 0.03% | – |
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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% |