VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,913 | -2.2% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,087 | -65.3% | 165 | -65.3% | 0.00% | -66.7% |
| Q1 2023 | $23,307 | +197.4% | 476 | +188.5% | 0.00% | +200.0% |
| Q4 2022 | $7,837 | -34.7% | 165 | -36.5% | 0.00% | -50.0% |
| Q3 2022 | $12,000 | -29.4% | 260 | -25.1% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -26.1% | 347 | -21.3% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | +64.3% | 441 | +71.6% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | 0.0% | 257 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -50.0% | 250 | -49.8% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | +100.0% | 498 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | – | 249 | – | 0.00% | – |
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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% |