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 | ||||
---|---|---|---|---|---|---|
Q2 2018 | $2,231,000 | +1.3% | 40,772 | +1.3% | 0.05% | 0.0% |
Q1 2018 | $2,202,000 | -45.5% | 40,236 | -45.8% | 0.05% | -41.6% |
Q4 2017 | $4,038,000 | -0.9% | 74,271 | -0.5% | 0.09% | -7.3% |
Q3 2017 | $4,074,000 | -1.2% | 74,624 | -1.6% | 0.10% | -5.0% |
Q2 2017 | $4,124,000 | -10.3% | 75,864 | -10.7% | 0.10% | -14.4% |
Q1 2017 | $4,598,000 | -25.7% | 84,941 | -25.5% | 0.12% | -27.6% |
Q4 2016 | $6,191,000 | -26.1% | 114,037 | -23.7% | 0.16% | -28.2% |
Q3 2016 | $8,380,000 | +34.2% | 149,540 | +33.4% | 0.23% | +33.5% |
Q2 2016 | $6,245,000 | +11.0% | 112,118 | +8.7% | 0.17% | +10.4% |
Q1 2016 | $5,627,000 | +43.7% | 103,171 | +39.4% | 0.15% | +31.6% |
Q4 2015 | $3,915,000 | +857.2% | 74,032 | +859.2% | 0.12% | +800.0% |
Q3 2015 | $409,000 | – | 7,718 | – | 0.01% | – |
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% |