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 | $3,642,078 | -1.2% | 76,146 | +1.0% | 1.86% | -5.4% |
| Q2 2023 | $3,685,444 | +12.1% | 75,398 | +12.2% | 1.97% | +0.4% |
| Q1 2023 | $3,287,831 | +45.4% | 67,208 | +41.0% | 1.96% | +27.2% |
| Q4 2022 | $2,261,464 | +52.8% | 47,680 | +53.8% | 1.54% | +30.8% |
| Q3 2022 | $1,480,000 | -2.2% | 31,008 | +1.5% | 1.18% | +0.6% |
| Q2 2022 | $1,513,000 | +15.8% | 30,539 | +22.5% | 1.17% | +18.6% |
| Q1 2022 | $1,307,000 | +7.5% | 24,923 | +13.0% | 0.99% | +6.0% |
| Q4 2021 | $1,216,000 | – | 22,051 | – | 0.93% | – |
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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% |