VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,599,207 | +2.0% | 137,972 | +4.2% | 5.43% | +1.4% |
| Q2 2023 | $6,471,667 | +2.0% | 132,399 | +2.1% | 5.35% | -2.2% |
| Q1 2023 | $6,346,346 | +24.0% | 129,729 | +20.3% | 5.47% | +10.3% |
| Q4 2022 | $5,116,464 | +5.1% | 107,874 | +5.8% | 4.96% | -6.2% |
| Q3 2022 | $4,868,000 | +3.4% | 101,998 | +7.3% | 5.29% | +7.1% |
| Q2 2022 | $4,709,000 | +1.5% | 95,061 | +7.5% | 4.94% | +10.7% |
| Q1 2022 | $4,639,000 | -10.7% | 88,454 | -6.1% | 4.46% | -12.2% |
| Q4 2021 | $5,197,000 | – | 94,210 | – | 5.08% | – |
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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% |