VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,324,315 | +19.4% | 215,854 | +22.0% | 1.10% | +14.9% |
| Q2 2023 | $8,646,684 | +10.8% | 176,896 | +10.9% | 0.95% | -1.9% |
| Q1 2023 | $7,800,595 | +29.0% | 159,456 | +25.1% | 0.97% | +6.1% |
| Q4 2022 | $6,045,916 | +54.1% | 127,471 | +55.1% | 0.92% | +1.9% |
| Q3 2022 | $3,924,000 | +132.3% | 82,207 | +141.1% | 0.90% | +106.4% |
| Q2 2022 | $1,689,000 | -3.0% | 34,096 | +2.7% | 0.44% | -1.6% |
| Q1 2022 | $1,742,000 | +0.8% | 33,207 | +6.0% | 0.44% | -8.7% |
| Q4 2021 | $1,729,000 | – | 31,339 | – | 0.48% | – |
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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% |