VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,726 | -55.0% | 57 | -54.0% | 0.00% | -50.0% |
| Q2 2023 | $6,061 | -72.9% | 124 | -72.9% | 0.00% | -71.4% |
| Q1 2023 | $22,405 | +1283.9% | 458 | +1247.1% | 0.01% | +600.0% |
| Q4 2022 | $1,619 | -91.9% | 34 | -91.9% | 0.00% | -85.7% |
| Q3 2022 | $20,087 | +406.9% | 419 | +423.8% | 0.01% | +600.0% |
| Q2 2022 | $3,963 | -81.7% | 80 | -80.6% | 0.00% | -85.7% |
| Q1 2022 | $21,658 | -55.8% | 413 | -53.5% | 0.01% | -56.2% |
| Q4 2021 | $49,037 | +6083.7% | 889 | +6250.0% | 0.02% | – |
| Q3 2021 | $793 | -0.8% | 14 | 0.0% | 0.00% | – |
| Q2 2021 | $799 | -0.1% | 14 | 0.0% | 0.00% | – |
| Q1 2021 | $800 | -92.0% | 14 | -91.8% | 0.00% | -100.0% |
| Q4 2020 | $9,954 | – | 170 | – | 0.01% | – |
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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% |