VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,159,000 | -52.3% | 170,948 | -50.5% | 1.11% | -49.4% |
| Q2 2022 | $17,100,000 | -6.3% | 345,178 | -0.6% | 2.19% | +4.9% |
| Q1 2022 | $18,244,000 | -8.1% | 347,212 | -3.4% | 2.09% | -3.8% |
| Q4 2021 | $19,860,000 | +4.5% | 359,427 | +7.9% | 2.17% | -1.8% |
| Q3 2021 | $19,007,000 | +2.1% | 333,245 | +2.2% | 2.21% | +1.7% |
| Q2 2021 | $18,611,000 | +26.0% | 325,948 | +26.0% | 2.17% | -0.2% |
| Q1 2021 | $14,776,000 | +1.3% | 258,695 | +3.8% | 2.18% | -2.1% |
| Q4 2020 | $14,590,000 | +121.7% | 249,197 | +120.3% | 2.22% | +102.2% |
| Q3 2020 | $6,582,000 | +7.5% | 113,133 | +6.7% | 1.10% | +1.1% |
| Q2 2020 | $6,124,000 | – | 106,049 | +30373.9% | 1.09% | – |
| Q4 2018 | $0 | – | 348 | – | 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% |