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 | $326,966 | +7.8% | 6,836 | +10.1% | 0.11% | +11.0% |
| Q2 2023 | $303,398 | -0.1% | 6,207 | 0.0% | 0.10% | -9.1% |
| Q1 2023 | $303,646 | +3.1% | 6,207 | 0.0% | 0.11% | -5.2% |
| Q4 2022 | $294,398 | -0.5% | 6,207 | 0.0% | 0.12% | -11.5% |
| Q3 2022 | $296,000 | -3.6% | 6,207 | 0.0% | 0.13% | +6.5% |
| Q2 2022 | $307,000 | -5.5% | 6,207 | 0.0% | 0.12% | +11.8% |
| Q1 2022 | $325,000 | -5.0% | 6,207 | 0.0% | 0.11% | -5.2% |
| Q4 2021 | $342,000 | -3.4% | 6,207 | 0.0% | 0.12% | -10.1% |
| Q3 2021 | $354,000 | +28.7% | 6,207 | +28.7% | 0.13% | +29.0% |
| Q2 2021 | $275,000 | -0.4% | 4,824 | 0.0% | 0.10% | -12.3% |
| Q1 2021 | $276,000 | -2.1% | 4,824 | 0.0% | 0.11% | -16.2% |
| Q4 2020 | $282,000 | – | 4,824 | – | 0.14% | – |
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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% |