VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,109 | -0.3% | 399,525 | +1.9% | 12.38% | -1.2% |
| Q2 2023 | $19,166 | +2.2% | 392,110 | +2.3% | 12.53% | -0.6% |
| Q1 2023 | $18,757 | +8.3% | 383,435 | +5.0% | 12.60% | +3.3% |
| Q4 2022 | $17,313 | -99.9% | 365,034 | +2.9% | 12.21% | -3.8% |
| Q3 2022 | $16,927,000 | -1.2% | 354,634 | +2.6% | 12.69% | +4.5% |
| Q2 2022 | $17,127,000 | -6.5% | 345,729 | -1.0% | 12.14% | +1.6% |
| Q1 2022 | $18,314,000 | -0.2% | 349,244 | +4.9% | 11.95% | +2.8% |
| Q4 2021 | $18,359,000 | – | 332,827 | – | 11.62% | – |
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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% |