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 | $6,362,974 | -0.6% | 133,033 | +1.5% | 0.92% | -0.6% |
| Q2 2023 | $6,404,586 | -1.8% | 131,027 | -2.4% | 0.93% | -8.3% |
| Q1 2023 | $6,522,236 | +0.4% | 134,313 | +0.4% | 1.01% | -0.1% |
| Q4 2022 | $6,497,188 | -6.2% | 133,825 | -8.6% | 1.01% | -14.8% |
| Q3 2022 | $6,927,000 | -6.8% | 146,483 | +0.5% | 1.19% | +3.2% |
| Q2 2022 | $7,431,000 | -2.3% | 145,711 | -3.5% | 1.15% | -8.1% |
| Q1 2022 | $7,606,000 | -4.7% | 151,004 | +0.9% | 1.25% | +0.2% |
| Q4 2021 | $7,979,000 | -4.0% | 149,591 | +2.5% | 1.25% | -4.9% |
| Q3 2021 | $8,314,000 | +3.6% | 145,968 | +4.8% | 1.31% | -0.1% |
| Q2 2021 | $8,024,000 | +6.9% | 139,259 | +5.7% | 1.32% | +1.3% |
| Q1 2021 | $7,505,000 | +3.1% | 131,731 | +6.0% | 1.30% | -1.8% |
| Q4 2020 | $7,278,000 | +21.2% | 124,309 | +20.4% | 1.32% | -5.5% |
| Q3 2020 | $6,006,000 | +33.0% | 103,255 | +31.6% | 1.40% | +4.4% |
| Q2 2020 | $4,515,000 | +20.5% | 78,448 | +17.5% | 1.34% | -13.7% |
| Q1 2020 | $3,748,000 | +6.5% | 66,786 | +7.4% | 1.55% | +17.6% |
| Q4 2019 | $3,519,000 | +10.3% | 62,194 | +14.4% | 1.32% | -8.1% |
| Q3 2019 | $3,191,000 | +25.6% | 54,381 | +22.7% | 1.44% | +10.2% |
| Q2 2019 | $2,540,000 | -41.8% | 44,324 | -43.6% | 1.30% | -40.5% |
| Q1 2019 | $4,367,000 | +17.3% | 78,535 | +14.5% | 2.19% | +4.6% |
| Q4 2018 | $3,722,000 | +47.8% | 68,606 | +48.1% | 2.09% | +63.0% |
| Q3 2018 | $2,519,000 | -28.2% | 46,310 | -27.7% | 1.28% | -37.2% |
| Q2 2018 | $3,506,000 | +24.8% | 64,080 | +24.7% | 2.04% | +13.2% |
| Q1 2018 | $2,810,000 | +37.5% | 51,380 | +36.7% | 1.81% | +20.1% |
| Q4 2017 | $2,044,000 | +7.7% | 37,596 | +8.2% | 1.50% | -9.4% |
| Q3 2017 | $1,897,000 | +57.6% | 34,752 | +56.3% | 1.66% | -3.2% |
| Q2 2017 | $1,204,000 | – | 22,239 | – | 1.71% | – |
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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% |