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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,627,058 | -9.0% | 75,832 | -7.0% | 3.23% | -6.3% |
| Q2 2023 | $3,984,902 | -10.1% | 81,524 | -10.1% | 3.45% | -15.2% |
| Q1 2023 | $4,434,939 | -6.1% | 90,657 | -9.0% | 4.07% | -12.1% |
| Q4 2022 | $4,724,337 | -12.0% | 99,607 | -8.1% | 4.63% | -16.3% |
| Q2 2022 | $5,368,000 | -5.3% | 108,355 | +0.3% | 5.53% | +11.6% |
| Q1 2022 | $5,666,000 | -0.7% | 108,044 | +0.8% | 4.95% | -3.3% |
| Q4 2021 | $5,707,000 | – | 107,149 | – | 5.12% | – |
Download | ||||||
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% |