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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $322,000 | -54.9% | 5,638 | -53.8% | 0.07% | -55.0% |
| Q4 2020 | $714,000 | -16.0% | 12,203 | -16.4% | 0.16% | -19.6% |
| Q3 2020 | $850,000 | -93.1% | 14,604 | -93.1% | 0.20% | -90.9% |
| Q2 2020 | $12,284,000 | +187.3% | 212,798 | +180.0% | 2.18% | +10.0% |
| Q1 2020 | $4,276,000 | -2.7% | 76,010 | -2.1% | 1.98% | -0.6% |
| Q4 2019 | $4,393,000 | +28.7% | 77,638 | +33.8% | 1.99% | +23.5% |
| Q3 2019 | $3,413,000 | +69.0% | 58,019 | +64.6% | 1.62% | +68.2% |
| Q2 2019 | $2,020,000 | +125.2% | 35,247 | +119.2% | 0.96% | +95.5% |
| Q1 2019 | $897,000 | +59.6% | 16,078 | +55.2% | 0.49% | +37.9% |
| Q4 2018 | $562,000 | – | 10,359 | – | 0.36% | – |
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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% |