Blue Trust, Inc. - VANGUARD CHARLOTTE FDS ownership

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
Blue Trust, Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$543
+296.4%
11,114
+295.8%
0.01%
+300.0%
Q2 2023$137
+144.6%
2,808
+136.8%
0.00%
+100.0%
Q1 2023$56
+2700.0%
1,186
+2180.8%
0.00%
Q4 2022$2
-100.0%
52
-94.4%
0.00%
-100.0%
Q3 2022$45,000
+12.5%
925
+20.1%
0.00%0.0%
Q2 2022$40,0007700.00%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders