VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,034 | -24.1% | 8,489 | -22.5% | 0.06% | -20.8% |
| Q2 2023 | $535,067 | +5.1% | 10,947 | +5.2% | 0.07% | -4.0% |
| Q1 2023 | $509,138 | -19.6% | 10,407 | -22.1% | 0.08% | -25.0% |
| Q4 2022 | $633,000 | -8.0% | 13,355 | -7.4% | 0.10% | -11.5% |
| Q3 2022 | $688,000 | +16.0% | 14,422 | +20.5% | 0.11% | +46.8% |
| Q2 2022 | $593,000 | -3.4% | 11,970 | +2.3% | 0.08% | -14.4% |
| Q1 2022 | $614,000 | -16.9% | 11,706 | -12.6% | 0.09% | -14.3% |
| Q4 2021 | $739,000 | +6.3% | 13,391 | +9.7% | 0.10% | -1.9% |
| Q3 2021 | $695,000 | +27.5% | 12,202 | +27.8% | 0.11% | +21.6% |
| Q2 2021 | $545,000 | +7.9% | 9,549 | +8.0% | 0.09% | -2.2% |
| Q1 2021 | $505,000 | +0.2% | 8,840 | +2.6% | 0.09% | -12.6% |
| Q4 2020 | $504,000 | – | 8,615 | – | 0.10% | – |
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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% |