VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $920,584 | -7.2% | 19,247 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $992,264 | +22.6% | 20,300 | +22.7% | 0.00% | 0.0% |
| Q1 2023 | $809,430 | +100.0% | 16,546 | +93.9% | 0.00% | +100.0% |
| Q4 2022 | $404,768 | -2.5% | 8,534 | -1.9% | 0.00% | 0.0% |
| Q3 2022 | $415,000 | +59.0% | 8,701 | +65.0% | 0.00% | +100.0% |
| Q2 2022 | $261,000 | -41.0% | 5,274 | -37.5% | 0.00% | -50.0% |
| Q1 2022 | $442,000 | – | 8,434 | – | 0.00% | – |
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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% |