VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,181 | -0.7% | 7,405 | +1.5% | 0.24% | +4.9% |
| Q2 2023 | $356,726 | +27.0% | 7,298 | +27.1% | 0.23% | +13.6% |
| Q1 2023 | $280,996 | -21.3% | 5,744 | -23.7% | 0.20% | -24.3% |
| Q4 2022 | $357,195 | -10.0% | 7,531 | -9.4% | 0.26% | -17.8% |
| Q3 2022 | $397,000 | -3.6% | 8,308 | -0.2% | 0.32% | +0.3% |
| Q2 2022 | $412,000 | +20.8% | 8,321 | +27.8% | 0.32% | +42.4% |
| Q1 2022 | $341,000 | – | 6,510 | – | 0.22% | – |
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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% |