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 | $669,447 | +2.6% | 13,996 | +4.9% | 0.04% | -4.3% |
| Q2 2023 | $652,441 | +4.8% | 13,347 | +4.9% | 0.05% | -4.2% |
| Q1 2023 | $622,484 | +11.3% | 12,724 | +7.9% | 0.05% | +2.1% |
| Q4 2022 | $559,452 | -8.7% | 11,795 | -8.1% | 0.05% | -26.6% |
| Q3 2022 | $613,000 | -0.6% | 12,837 | +3.1% | 0.06% | +14.3% |
| Q2 2022 | $617,000 | +15.3% | 12,456 | +22.2% | 0.06% | +30.2% |
| Q1 2022 | $535,000 | -10.7% | 10,194 | -6.2% | 0.04% | 0.0% |
| Q4 2021 | $599,000 | -8.1% | 10,863 | -5.0% | 0.04% | -23.2% |
| Q3 2021 | $652,000 | -85.1% | 11,438 | -85.1% | 0.06% | -85.5% |
| Q2 2021 | $4,369,000 | +4.2% | 76,512 | +4.2% | 0.39% | -13.0% |
| Q1 2021 | $4,194,000 | – | 73,417 | – | 0.44% | – |
Download | ||||||
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% |