CONTINENTAL INVESTORS SERVICES, INC. - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CONTINENTAL INVESTORS SERVICES, INC. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$1,097,220
-67.3%
22,940
-66.7%
3.32%
-16.4%
Q2 2023$3,357,657
+93.9%
68,789
+94.3%
3.98%
-18.9%
Q1 2023$1,731,719
+3.7%
35,399
+0.6%
4.90%
-5.7%
Q4 2022$1,669,773
-3.4%
35,205
-2.7%
5.20%
+0.5%
Q3 2022$1,728,000
-1.7%
36,195
+2.0%
5.17%
+0.7%
Q2 2022$1,758,000
+41.7%
35,489
+57.7%
5.14%
+58.0%
Q1 2022$1,241,000
-3.6%
22,498
-8.4%
3.25%
-5.3%
Q4 2021$1,288,00024,5603.43%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q4 2021
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