SJS Investment Consulting Inc. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
SJS Investment Consulting Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q1 2023$2,838
-95.9%
58
-96.0%
0.00%
-95.2%
Q4 2022$69,011
-47.7%
1,455
-47.4%
0.02%
-53.3%
Q3 2022$132,000
-29.8%
2,765
-22.9%
0.04%
-22.4%
Q1 2022$188,000
+2.2%
3,586
+7.6%
0.06%
+5.5%
Q4 2021$184,0003,3330.06%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2022
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