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 2022 | $365,000 | -31.8% | 7,641 | -29.3% | 0.23% | -28.8% |
| Q2 2022 | $535,000 | -4.5% | 10,807 | +1.2% | 0.32% | +9.6% |
| Q1 2022 | $560,000 | -1.1% | 10,677 | +4.0% | 0.29% | +1.7% |
| Q4 2021 | $566,000 | -2.9% | 10,264 | +0.3% | 0.29% | -13.8% |
| Q3 2021 | $583,000 | +18.3% | 10,232 | +18.6% | 0.33% | +14.8% |
| Q2 2021 | $493,000 | +20.0% | 8,630 | +20.0% | 0.29% | +8.2% |
| Q1 2021 | $411,000 | +2.5% | 7,190 | +5.0% | 0.27% | -14.6% |
| Q4 2020 | $401,000 | – | 6,849 | – | 0.31% | – |
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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% |