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 | $563,677 | +0.5% | 11,785 | +2.7% | 0.19% | +4.5% |
| Q2 2023 | $560,849 | +23.1% | 11,474 | +23.2% | 0.18% | +7.8% |
| Q1 2023 | $455,592 | +12.8% | 9,313 | +9.4% | 0.17% | +3.1% |
| Q4 2022 | $403,772 | -8.9% | 8,513 | -8.2% | 0.16% | -11.5% |
| Q3 2022 | $443,000 | +21.7% | 9,278 | +26.3% | 0.18% | +26.4% |
| Q2 2022 | $364,000 | +14.8% | 7,348 | +21.6% | 0.14% | +34.6% |
| Q1 2022 | $317,000 | -70.9% | 6,045 | -69.4% | 0.11% | -70.1% |
| Q4 2021 | $1,090,000 | -21.8% | 19,764 | -19.2% | 0.36% | -29.2% |
| Q3 2021 | $1,394,000 | +9.3% | 24,469 | +9.6% | 0.51% | -8.5% |
| Q2 2021 | $1,275,000 | -0.6% | 22,330 | -0.6% | 0.55% | -2.8% |
| Q1 2021 | $1,283,000 | -1.5% | 22,454 | +1.0% | 0.57% | -10.3% |
| Q4 2020 | $1,302,000 | +38.7% | 22,233 | +37.7% | 0.63% | +14.4% |
| Q3 2020 | $939,000 | +4.1% | 16,142 | +3.3% | 0.55% | -14.4% |
| Q2 2020 | $902,000 | +52.9% | 15,630 | +49.2% | 0.65% | +65.9% |
| Q1 2020 | $590,000 | +0.3% | 10,479 | +0.8% | 0.39% | +15.4% |
| Q4 2019 | $588,000 | – | 10,399 | – | 0.34% | – |
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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% |