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 | $361,332 | -8.6% | 7,555 | -6.6% | 0.03% | -3.3% |
| Q2 2023 | $395,260 | -31.8% | 8,086 | -31.8% | 0.03% | -33.3% |
| Q1 2023 | $579,890 | -3.6% | 11,854 | -6.5% | 0.04% | -11.8% |
| Q4 2022 | $601,553 | -45.4% | 12,683 | -45.1% | 0.05% | -50.0% |
| Q3 2022 | $1,102,000 | -31.9% | 23,090 | -29.3% | 0.10% | -28.7% |
| Q2 2022 | $1,619,000 | -30.8% | 32,681 | -26.7% | 0.14% | -21.9% |
| Q1 2022 | $2,339,000 | -31.4% | 44,599 | -27.9% | 0.18% | -28.0% |
| Q4 2021 | $3,410,000 | -26.8% | 61,818 | -24.4% | 0.25% | -33.5% |
| Q3 2021 | $4,656,000 | -9.2% | 81,749 | -9.0% | 0.38% | -9.9% |
| Q2 2021 | $5,130,000 | -18.7% | 89,837 | -18.7% | 0.42% | -21.5% |
| Q1 2021 | $6,313,000 | -8.5% | 110,528 | -6.2% | 0.54% | -40.3% |
| Q4 2020 | $6,903,000 | – | 117,895 | – | 0.90% | – |
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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% |