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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $543,000 | -3.4% | 11,376 | +0.2% | 0.25% | +2.5% |
| Q2 2022 | $562,000 | -68.3% | 11,351 | -66.7% | 0.24% | -64.0% |
| Q1 2022 | $1,774,000 | -18.9% | 34,046 | -14.1% | 0.67% | -15.2% |
| Q4 2021 | $2,187,000 | -37.4% | 39,657 | -35.4% | 0.79% | -37.9% |
| Q3 2021 | $3,496,000 | -4.8% | 61,392 | -4.6% | 1.28% | -10.5% |
| Q2 2021 | $3,673,000 | -8.0% | 64,338 | -7.9% | 1.43% | -13.8% |
| Q1 2021 | $3,991,000 | +2.9% | 69,876 | +5.5% | 1.66% | -7.1% |
| Q4 2020 | $3,877,000 | +12.2% | 66,228 | +11.5% | 1.78% | -6.5% |
| Q3 2020 | $3,456,000 | -16.3% | 59,409 | -16.9% | 1.90% | -17.0% |
| Q2 2020 | $4,127,000 | +10.0% | 71,504 | +7.2% | 2.29% | -6.0% |
| Q1 2020 | $3,753,000 | +8.8% | 66,714 | +9.4% | 2.44% | +44.9% |
| Q4 2019 | $3,450,000 | +74.7% | 60,983 | +81.6% | 1.68% | +55.7% |
| Q3 2019 | $1,975,000 | +3.3% | 33,586 | +0.6% | 1.08% | +0.1% |
| Q2 2019 | $1,912,000 | +2.7% | 33,380 | -0.0% | 1.08% | -1.6% |
| Q1 2019 | $1,862,000 | +5.9% | 33,392 | +3.0% | 1.10% | -3.8% |
| Q4 2018 | $1,759,000 | – | 32,431 | – | 1.14% | – |
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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% |