VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,000 | -1.9% | 7,747 | +0.1% | 0.06% | +25.0% |
| Q2 2023 | $378,000 | +2.7% | 7,740 | +3.0% | 0.04% | -4.3% |
| Q1 2023 | $368,000 | +3.4% | 7,515 | 0.0% | 0.05% | -9.8% |
| Q4 2022 | $356,000 | -9.2% | 7,515 | -8.4% | 0.05% | -23.9% |
| Q3 2022 | $392,000 | -4.9% | 8,204 | -1.4% | 0.07% | -10.7% |
| Q2 2022 | $412,000 | -5.3% | 8,322 | +0.3% | 0.08% | +7.1% |
| Q1 2022 | $435,000 | -7.8% | 8,300 | -2.9% | 0.07% | -4.1% |
| Q4 2021 | $472,000 | +12.6% | 8,552 | +16.2% | 0.07% | +7.4% |
| Q3 2021 | $419,000 | +6.3% | 7,357 | +6.5% | 0.07% | +17.2% |
| Q2 2021 | $394,000 | – | 6,905 | – | 0.06% | – |
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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% |