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 | $10,190,134 | -0.4% | 213,049 | +1.8% | 8.71% | +0.9% |
| Q2 2023 | $10,229,410 | +0.1% | 209,276 | +0.2% | 8.63% | -2.2% |
| Q1 2023 | $10,217,773 | +62.3% | 208,867 | +57.4% | 8.82% | +56.8% |
| Q4 2022 | $6,293,961 | -33.5% | 132,700 | -33.1% | 5.63% | -37.4% |
| Q3 2022 | $9,463,000 | -2.6% | 198,270 | +1.0% | 8.98% | +1.8% |
| Q2 2022 | $9,720,000 | -3.6% | 196,218 | +2.0% | 8.82% | +5.5% |
| Q1 2022 | $10,084,000 | +6.5% | 192,305 | +12.0% | 8.36% | +5.7% |
| Q4 2021 | $9,467,000 | – | 171,631 | – | 7.91% | – |
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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% |