CSM Advisors, LLC - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
CSM Advisors, LLC ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$23,030
-2.1%
481,5000.0%2.00%
+12.8%
Q2 2023$23,536481,5001.78%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2023
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