VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,088 | +60486.7% | 190 | -38.9% | 0.00% | – |
| Q1 2023 | $15 | +66.7% | 311 | +55.5% | 0.00% | – |
| Q4 2022 | $9 | – | 200 | +2400.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -95.8% | 0.00% | – |
| Q1 2022 | $10,000 | +100.0% | 190 | +118.4% | 0.00% | – |
| Q2 2021 | $5,000 | +150.0% | 87 | +155.9% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 34 | -2.9% | 0.00% | – |
| Q1 2019 | $2,000 | -86.7% | 35 | -87.5% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | +650.0% | 280 | +617.9% | 0.00% | – |
| Q1 2016 | $2,000 | +100.0% | 39 | +95.0% | 0.00% | – |
| Q3 2015 | $1,000 | -85.7% | 20 | -84.3% | 0.00% | -100.0% |
| Q3 2014 | $7,000 | -76.7% | 127 | -78.9% | 0.00% | -66.7% |
| Q3 2013 | $30,000 | -66.7% | 603 | -66.8% | 0.00% | -57.1% |
| Q2 2013 | $90,000 | – | 1,819 | – | 0.01% | – |
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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% |