VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,526 | -5.0% | 12,932 | -2.9% | 0.02% | 0.0% |
| Q2 2023 | $651,260 | -2.4% | 13,324 | -2.3% | 0.02% | -7.7% |
| Q1 2023 | $667,013 | +100962.6% | 13,635 | -2.1% | 0.03% | -29.7% |
| Q4 2022 | $660 | -99.9% | 13,923 | -6.8% | 0.04% | -14.0% |
| Q3 2022 | $713,000 | -20.1% | 14,932 | -17.1% | 0.04% | +16.2% |
| Q2 2022 | $892,000 | -18.2% | 18,005 | -13.4% | 0.04% | +27.6% |
| Q1 2022 | $1,090,000 | -27.0% | 20,779 | -23.3% | 0.03% | -12.1% |
| Q4 2021 | $1,494,000 | -5.9% | 27,087 | -2.8% | 0.03% | -21.4% |
| Q3 2021 | $1,588,000 | +0.4% | 27,881 | +0.7% | 0.04% | -2.3% |
| Q2 2021 | $1,581,000 | -6.5% | 27,691 | -8.0% | 0.04% | -4.4% |
| Q1 2021 | $1,691,000 | – | 30,087 | – | 0.04% | – |
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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% |