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 | $727,697 | +246.8% | 15,214 | +254.4% | 0.06% | +194.7% |
| Q2 2023 | $209,842 | -56.3% | 4,293 | -56.2% | 0.02% | -36.7% |
| Q1 2023 | $479,708 | +2.5% | 9,806 | -0.6% | 0.03% | -36.2% |
| Q4 2022 | $468,015 | -0.6% | 9,867 | -0.0% | 0.05% | +161.1% |
| Q3 2022 | $471,000 | -18.7% | 9,868 | -15.6% | 0.02% | -77.5% |
| Q2 2022 | $579,000 | +15.3% | 11,689 | +22.1% | 0.08% | +48.1% |
| Q1 2022 | $502,000 | -4.9% | 9,576 | +0.1% | 0.05% | -1.8% |
| Q4 2021 | $528,000 | +3.1% | 9,568 | +5.9% | 0.06% | -15.4% |
| Q3 2021 | $512,000 | +61.5% | 9,036 | +63.0% | 0.06% | +47.7% |
| Q2 2021 | $317,000 | +1278.3% | 5,545 | +1180.6% | 0.04% | +340.0% |
| Q4 2018 | $23,000 | +21.1% | 433 | +21.6% | 0.01% | +11.1% |
| Q1 2018 | $19,000 | 0.0% | 356 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | – | 356 | – | 0.01% | – |
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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% |