VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,025 | -2.2% | 9,667 | -0.0% | 0.05% | +11.6% |
| Q2 2023 | $330,252 | +0.1% | 9,671 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $329,960 | +3.1% | 9,660 | +0.0% | 0.04% | -2.3% |
| Q4 2022 | $319,908 | +31.6% | 9,658 | +20.5% | 0.04% | +12.8% |
| Q3 2022 | $243,000 | -3.6% | 8,013 | +0.0% | 0.04% | 0.0% |
| Q2 2022 | $252,000 | -5.6% | 8,010 | +0.0% | 0.04% | +8.3% |
| Q1 2022 | $267,000 | -4.6% | 8,008 | +0.1% | 0.04% | -2.7% |
| Q4 2021 | $280,000 | -1.1% | 8,001 | +59.9% | 0.04% | -2.6% |
| Q3 2021 | $283,000 | -1.0% | 5,004 | +0.0% | 0.04% | -2.6% |
| Q2 2021 | $286,000 | -43.9% | 5,002 | -44.0% | 0.04% | -48.7% |
| Q1 2021 | $510,000 | -2.5% | 8,925 | -0.1% | 0.08% | -15.6% |
| Q4 2020 | $523,000 | – | 8,930 | – | 0.09% | – |
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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% |