VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,144,558 | +12.4% | 358,448 | +14.9% | 3.72% | +9.4% |
| Q2 2023 | $15,254,328 | +11.9% | 312,077 | +12.0% | 3.40% | -0.1% |
| Q1 2023 | $13,632,779 | +23.7% | 278,675 | +19.9% | 3.40% | +7.7% |
| Q4 2022 | $11,021,708 | +21.0% | 232,378 | +21.7% | 3.16% | +4.7% |
| Q3 2022 | $9,111,000 | +7.0% | 190,887 | +11.1% | 3.02% | +4.3% |
| Q2 2022 | $8,513,000 | -13.6% | 171,849 | -8.5% | 2.89% | -6.1% |
| Q1 2022 | $9,849,000 | +13.7% | 187,817 | +19.5% | 3.08% | +8.7% |
| Q4 2021 | $8,666,000 | +23.4% | 157,112 | +27.4% | 2.84% | +6.2% |
| Q3 2021 | $7,023,000 | +33.4% | 123,289 | +33.8% | 2.67% | +18.8% |
| Q2 2021 | $5,263,000 | +18.3% | 92,172 | +18.3% | 2.25% | +3.5% |
| Q1 2021 | $4,449,000 | +18.5% | 77,887 | +21.4% | 2.17% | +3.2% |
| Q4 2020 | $3,756,000 | – | 64,143 | – | 2.10% | – |
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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% |