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 | $3,805,413 | +31.7% | 79,561 | +34.6% | 0.17% | +35.4% |
| Q2 2023 | $2,889,912 | +20.3% | 59,123 | +20.4% | 0.13% | +9.5% |
| Q1 2023 | $2,402,671 | +22.1% | 49,114 | +18.3% | 0.12% | -82.8% |
| Q4 2022 | $1,968,392 | +25.6% | 41,501 | +26.4% | 0.68% | +642.9% |
| Q3 2022 | $1,567,000 | -80.8% | 32,835 | -77.2% | 0.09% | -74.4% |
| Q4 2019 | $8,145,000 | +205.2% | 143,951 | +192.8% | 0.36% | -16.1% |
| Q1 2017 | $2,669,000 | – | 49,169 | – | 0.42% | – |
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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% |