VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $238,680 | -3.8% | 5,027 | -1.2% | 0.21% | +9.8% |
Q2 2023 | $248,133 | +1.2% | 5,089 | +1.3% | 0.19% | -3.0% |
Q1 2023 | $245,209 | -18.2% | 5,022 | -19.9% | 0.20% | -25.5% |
Q4 2022 | $299,790 | -8.3% | 6,267 | -7.7% | 0.27% | -9.5% |
Q3 2022 | $327,000 | -7.4% | 6,788 | -4.6% | 0.30% | -12.2% |
Q2 2022 | $353,000 | -7.3% | 7,116 | -2.2% | 0.34% | +14.7% |
Q1 2022 | $381,000 | -8.6% | 7,277 | -3.7% | 0.29% | -0.7% |
Q4 2021 | $417,000 | – | 7,560 | – | 0.30% | – |
Download |
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% |