VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,053 | +10.9% | 62,406 | +7.5% | 1.25% | +2.2% |
| Q4 2022 | $2,753 | -99.9% | 58,053 | +9.4% | 1.22% | +1.6% |
| Q3 2022 | $2,533,000 | -3.2% | 53,062 | +0.5% | 1.21% | +0.7% |
| Q2 2022 | $2,616,000 | -6.1% | 52,803 | -0.6% | 1.20% | +5.3% |
| Q1 2022 | $2,785,000 | -6.6% | 53,117 | -1.8% | 1.14% | -2.1% |
| Q4 2021 | $2,983,000 | +9.1% | 54,074 | +12.6% | 1.16% | +2.0% |
| Q3 2021 | $2,735,000 | +9.6% | 48,023 | +9.9% | 1.14% | +5.4% |
| Q2 2021 | $2,496,000 | +8.0% | 43,714 | +8.0% | 1.08% | -14.5% |
| Q1 2021 | $2,311,000 | +5.5% | 40,460 | +8.2% | 1.26% | -2.8% |
| Q4 2020 | $2,190,000 | +4.7% | 37,409 | +4.0% | 1.30% | -7.8% |
| Q3 2020 | $2,092,000 | +2.6% | 35,960 | +1.8% | 1.41% | -8.0% |
| Q2 2020 | $2,039,000 | +2.3% | 35,326 | -0.4% | 1.53% | -11.9% |
| Q1 2020 | $1,994,000 | +3.5% | 35,451 | +4.2% | 1.74% | +9.5% |
| Q4 2019 | $1,926,000 | -2.5% | 34,034 | +1.4% | 1.59% | -9.3% |
| Q3 2019 | $1,975,000 | +9.5% | 33,567 | +6.6% | 1.75% | +5.4% |
| Q2 2019 | $1,804,000 | +20.8% | 31,479 | +17.6% | 1.66% | +14.1% |
| Q1 2019 | $1,493,000 | – | 26,778 | – | 1.46% | – |
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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% |