Coston, McIsaac & Partners - VANGUARD CHARLOTTE FDS ownership

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
Coston, McIsaac & Partners ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$393
+7.4%
8,224
+9.7%
0.15%
+18.3%
Q2 2023$366
+2.2%
7,499
+2.4%
0.13%
-5.3%
Q1 2023$358
-6.3%
7,325
-9.1%
0.13%
-10.7%
Q4 2022$382
-99.9%
8,059
+28.3%
0.15%
+9.6%
Q3 2022$299,000
-29.8%
6,280
-27.0%
0.14%
-47.1%
Q2 2022$426,0008,6040.26%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders