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 2023 | $349,781 | -2.1% | 7,313 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $357,459 | -0.5% | 7,313 | -0.4% | 0.14% | -2.1% |
| Q1 2023 | $359,268 | +56.6% | 7,344 | +51.9% | 0.14% | +52.1% |
| Q4 2022 | $229,371 | -6.4% | 4,836 | -5.7% | 0.09% | -16.8% |
| Q3 2022 | $245,000 | -3.5% | 5,131 | 0.0% | 0.11% | +3.7% |
| Q2 2022 | $254,000 | -3.1% | 5,131 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $262,000 | -63.8% | 5,131 | -98.9% | 0.11% | -57.3% |
| Q4 2021 | $723,000 | +116.5% | 449,245 | +7565.0% | 0.26% | +102.4% |
| Q3 2021 | $334,000 | -12.1% | 5,861 | -12.0% | 0.13% | -11.9% |
| Q2 2021 | $380,000 | -52.9% | 6,663 | -98.5% | 0.14% | -55.6% |
| Q1 2021 | $807,000 | -5.2% | 450,350 | -0.1% | 0.32% | -17.2% |
| Q4 2020 | $851,000 | – | 450,957 | – | 0.39% | – |
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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% |