VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,370,250 | +171246.0% | 175,000 | +75.0% | 0.01% | +100.0% |
| Q2 2023 | $4,885 | -33.4% | 100,000 | -33.3% | 0.01% | -41.7% |
| Q1 2023 | $7,334 | -35.5% | 150,000 | -37.5% | 0.01% | -29.4% |
| Q4 2022 | $11,376 | -99.9% | 240,000 | +20.0% | 0.02% | 0.0% |
| Q3 2022 | $9,544,000 | -3.7% | 200,026 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $9,907,000 | +2258.8% | 200,026 | +2526.7% | 0.02% | +1700.0% |
| Q4 2021 | $420,000 | +508.7% | 7,615 | +528.3% | 0.00% | – |
| Q3 2021 | $69,000 | -11.5% | 1,212 | -10.9% | 0.00% | – |
| Q1 2021 | $78,000 | -87.0% | 1,361 | -87.3% | 0.00% | -100.0% |
| Q1 2019 | $600,000 | +506.1% | 10,755 | +497.5% | 0.00% | – |
| Q2 2018 | $99,000 | -70.4% | 1,800 | -70.6% | 0.00% | -100.0% |
| Q1 2018 | $335,000 | +241.8% | 6,124 | +240.2% | 0.00% | – |
| Q4 2017 | $98,000 | -47.9% | 1,800 | -47.9% | 0.00% | -100.0% |
| Q3 2017 | $188,000 | -70.3% | 3,457 | -70.3% | 0.00% | -50.0% |
| Q2 2017 | $633,000 | +508.7% | 11,639 | +506.2% | 0.00% | – |
| Q1 2017 | $104,000 | +6.1% | 1,920 | +6.7% | 0.00% | – |
| Q4 2016 | $98,000 | -3.0% | 1,800 | 0.0% | 0.00% | – |
| Q3 2016 | $101,000 | – | 1,800 | – | 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% |