VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,049 | -2.1% | 25,278 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,235,074 | +1.2% | 25,267 | +1.2% | 0.02% | -10.7% |
| Q1 2023 | $1,220,840 | +3.4% | 24,956 | +0.3% | 0.03% | -15.2% |
| Q4 2022 | $1,180,679 | +0.1% | 24,893 | +0.8% | 0.03% | +3.1% |
| Q3 2022 | $1,179,000 | -4.2% | 24,697 | -0.6% | 0.03% | -13.5% |
| Q2 2022 | $1,231,000 | -4.5% | 24,840 | +1.1% | 0.04% | +19.4% |
| Q1 2022 | $1,289,000 | – | 24,571 | – | 0.03% | – |
Download | ||||||
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% |