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 | $254,000 | -57.6% | 5,321 | -56.0% | 0.11% | -53.4% |
| Q2 2022 | $599,000 | -52.4% | 12,091 | -49.6% | 0.24% | -43.7% |
| Q1 2022 | $1,259,000 | -52.9% | 24,004 | -47.4% | 0.42% | -65.8% |
| Q4 2021 | $2,672,000 | +3.4% | 45,644 | +0.6% | 1.24% | +30.0% |
| Q3 2021 | $2,585,000 | +1.2% | 45,380 | +1.5% | 0.95% | -12.5% |
| Q2 2021 | $2,554,000 | -2.0% | 44,726 | -2.0% | 1.09% | -1.7% |
| Q1 2021 | $2,607,000 | -2.4% | 45,645 | +0.0% | 1.11% | -10.6% |
| Q4 2020 | $2,672,000 | – | 45,644 | – | 1.24% | – |
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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% |