VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 486 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,255 | -50.6% | 12,633 | -49.6% | 0.00% | -100.0% |
| Q2 2023 | $1,224,169 | +146.6% | 25,044 | +146.8% | 0.00% | – |
| Q1 2023 | $496,508 | +177224.3% | 10,149 | +72.2% | 0.00% | – |
| Q4 2022 | $280 | -99.9% | 5,894 | +39.3% | 0.00% | – |
| Q3 2022 | $202,000 | -68.8% | 4,230 | -67.6% | 0.00% | – |
| Q2 2022 | $647,000 | -42.2% | 13,052 | -38.8% | 0.00% | -100.0% |
| Q1 2022 | $1,119,000 | +170.9% | 21,343 | +185.0% | 0.00% | – |
| Q4 2021 | $413,000 | +67.9% | 7,488 | +73.3% | 0.00% | – |
| Q3 2021 | $246,000 | -22.4% | 4,321 | -22.2% | 0.00% | – |
| Q2 2021 | $317,000 | +17.8% | 5,556 | +18.1% | 0.00% | – |
| Q1 2021 | $269,000 | -28.8% | 4,704 | -27.1% | 0.00% | – |
| Q4 2020 | $378,000 | +58.2% | 6,454 | +54.8% | 0.00% | – |
| Q2 2019 | $239,000 | – | 4,169 | – | 0.00% | – |
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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% |