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 | $519,483 | +107900.6% | 10,861 | +10.4% | 0.02% | +7.1% |
Q2 2023 | $481 | +10.8% | 9,836 | +10.8% | 0.01% | 0.0% |
Q1 2023 | $434 | -2.9% | 8,876 | -5.8% | 0.01% | -6.7% |
Q4 2022 | $447 | -99.9% | 9,426 | +5.9% | 0.02% | -6.2% |
Q3 2022 | $425,000 | +14.9% | 8,904 | +19.1% | 0.02% | +23.1% |
Q2 2022 | $370,000 | +15.3% | 7,475 | +22.2% | 0.01% | +30.0% |
Q1 2022 | $321,000 | -4.7% | 6,118 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $337,000 | +12.0% | 6,118 | +15.7% | 0.01% | 0.0% |
Q3 2021 | $301,000 | +3.4% | 5,286 | +3.7% | 0.01% | 0.0% |
Q2 2021 | $291,000 | +2.1% | 5,097 | +2.3% | 0.01% | 0.0% |
Q1 2021 | $285,000 | +15.4% | 4,983 | +18.1% | 0.01% | +11.1% |
Q4 2020 | $247,000 | -6.1% | 4,219 | -6.8% | 0.01% | -18.2% |
Q3 2020 | $263,000 | +0.8% | 4,526 | 0.0% | 0.01% | -15.4% |
Q2 2020 | $261,000 | -51.8% | 4,526 | -52.1% | 0.01% | -56.7% |
Q2 2019 | $541,000 | +4.2% | 9,450 | +1.5% | 0.03% | 0.0% |
Q1 2019 | $519,000 | +118.1% | 9,310 | +112.5% | 0.03% | +100.0% |
Q4 2018 | $238,000 | – | 4,381 | – | 0.02% | – |
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% |