VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | -100.0% | 75 | -82.9% | 0.00% | -85.7% |
| Q2 2022 | $22,000 | -4.3% | 439 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $23,000 | -4.2% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | -4.0% | 439 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $25,000 | -3.8% | 439 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $26,000 | 0.0% | 439 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $26,000 | +4.0% | 439 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $25,000 | -93.9% | 439 | -94.1% | 0.01% | -95.3% |
| Q1 2018 | $408,000 | +0.7% | 7,453 | 0.0% | 0.30% | +7.9% |
| Q4 2017 | $405,000 | -0.5% | 7,453 | 0.0% | 0.28% | -2.5% |
| Q3 2017 | $407,000 | – | 7,453 | – | 0.28% | – |
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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% |