VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,582,363 | +8.9% | 305,134 | +10.8% | 1.48% | +2.3% |
| Q2 2023 | $13,390,591 | +10.0% | 275,470 | +10.5% | 1.44% | -10.3% |
| Q1 2023 | $12,178,419 | +20.7% | 249,404 | +19.4% | 1.61% | +6.4% |
| Q4 2022 | $10,090,756 | +19.5% | 208,918 | +18.1% | 1.51% | -11.0% |
| Q3 2022 | $8,445,000 | -0.0% | 176,943 | +3.8% | 1.70% | -6.8% |
| Q2 2022 | $8,446,000 | +15.8% | 170,483 | +22.5% | 1.82% | +11.9% |
| Q1 2022 | $7,295,000 | +19.0% | 139,118 | +24.6% | 1.63% | -13.9% |
| Q4 2021 | $6,128,000 | – | 111,612 | – | 1.89% | – |
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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% |