VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,642 | -4.8% | 15,401 | -2.7% | 0.21% | -70.4% |
| Q2 2023 | $774,037 | +117.8% | 15,835 | +118.0% | 0.70% | +225.6% |
| Q1 2023 | $355,417 | -34.5% | 7,265 | -36.5% | 0.22% | +33.5% |
| Q4 2022 | $542,955 | -7.5% | 11,445 | -6.9% | 0.16% | -15.7% |
| Q3 2022 | $587,000 | -21.3% | 12,290 | -18.3% | 0.19% | -26.5% |
| Q2 2022 | $746,000 | -23.0% | 15,052 | -18.5% | 0.26% | -28.4% |
| Q1 2022 | $969,000 | -3.4% | 18,474 | +1.6% | 0.36% | -1.1% |
| Q4 2021 | $1,003,000 | -58.1% | 18,183 | -56.8% | 0.37% | -65.3% |
| Q3 2021 | $2,396,000 | +2.2% | 42,060 | +2.4% | 1.06% | -22.4% |
| Q2 2021 | $2,345,000 | +330.3% | 41,055 | +332.1% | 1.36% | +196.9% |
| Q1 2021 | $545,000 | – | 9,502 | – | 0.46% | – |
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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% |