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 | $1,175,633 | +64.7% | 24,579 | +68.3% | 0.01% | +80.0% |
| Q2 2023 | $713,870 | +11.8% | 14,604 | +11.9% | 0.01% | -16.7% |
| Q1 2023 | $638,589 | -56.3% | 13,054 | -57.6% | 0.01% | -66.7% |
| Q4 2022 | $1,461,949 | +0.5% | 30,823 | +1.1% | 0.02% | 0.0% |
| Q3 2022 | $1,454,000 | +52.7% | 30,483 | +58.5% | 0.02% | +38.5% |
| Q2 2022 | $952,000 | +50.2% | 19,229 | +59.0% | 0.01% | +85.7% |
| Q1 2022 | $634,000 | -11.8% | 12,091 | -7.4% | 0.01% | -12.5% |
| Q4 2021 | $719,000 | +4.4% | 13,052 | +7.8% | 0.01% | -20.0% |
| Q3 2021 | $689,000 | +4.4% | 12,105 | +4.7% | 0.01% | +11.1% |
| Q2 2021 | $660,000 | -19.6% | 11,562 | -19.5% | 0.01% | -35.7% |
| Q1 2021 | $821,000 | +6.2% | 14,371 | +8.8% | 0.01% | -12.5% |
| Q4 2020 | $773,000 | -6.2% | 13,207 | -6.7% | 0.02% | -23.8% |
| Q3 2020 | $824,000 | -2.1% | 14,160 | -2.9% | 0.02% | -16.0% |
| Q2 2020 | $842,000 | +69.4% | 14,590 | +65.3% | 0.02% | +19.0% |
| Q1 2020 | $497,000 | -32.4% | 8,829 | -32.0% | 0.02% | -27.6% |
| Q4 2019 | $735,000 | – | 12,986 | – | 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% |