VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $370,000 | -68.3% | 7,758 | -67.0% | 0.14% | -78.3% |
| Q2 2022 | $1,166,000 | -10.4% | 23,544 | -5.1% | 0.67% | +0.9% |
| Q1 2022 | $1,301,000 | +537.7% | 24,809 | +594.0% | 0.66% | +662.1% |
| Q1 2021 | $204,000 | -6.4% | 3,575 | -4.0% | 0.09% | -14.7% |
| Q4 2020 | $218,000 | -23.8% | 3,724 | -24.3% | 0.10% | -39.3% |
| Q3 2020 | $286,000 | +0.7% | 4,919 | 0.0% | 0.17% | -6.1% |
| Q2 2020 | $284,000 | -28.5% | 4,919 | -30.3% | 0.18% | -37.8% |
| Q1 2020 | $397,000 | – | 7,055 | – | 0.29% | – |
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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% |