VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,575,000 | -10.5% | 53,957 | -7.1% | 0.12% | -11.1% |
| Q2 2022 | $2,876,000 | -33.9% | 58,050 | -30.0% | 0.14% | -28.6% |
| Q1 2022 | $4,350,000 | +9.4% | 82,956 | +15.1% | 0.19% | -1.0% |
| Q4 2021 | $3,977,000 | +17.7% | 72,104 | +21.6% | 0.19% | +2.1% |
| Q3 2021 | $3,378,000 | +0.7% | 59,296 | +1.0% | 0.19% | -3.1% |
| Q2 2021 | $3,353,000 | -2.8% | 58,730 | -2.7% | 0.19% | -18.2% |
| Q1 2021 | $3,449,000 | -0.2% | 60,387 | +2.3% | 0.24% | -4.1% |
| Q4 2020 | $3,456,000 | +0.6% | 59,026 | -0.0% | 0.25% | -10.9% |
| Q3 2020 | $3,436,000 | +28.1% | 59,054 | +27.1% | 0.28% | +22.7% |
| Q2 2020 | $2,682,000 | +8.2% | 46,454 | +5.4% | 0.22% | -5.9% |
| Q1 2020 | $2,479,000 | -8.7% | 44,068 | -8.1% | 0.24% | +14.9% |
| Q4 2019 | $2,714,000 | -3.4% | 47,963 | +0.4% | 0.21% | -10.3% |
| Q3 2019 | $2,810,000 | +3.3% | 47,762 | +0.6% | 0.23% | +3.1% |
| Q2 2019 | $2,721,000 | +4.7% | 47,478 | +1.8% | 0.22% | -10.0% |
| Q1 2019 | $2,600,000 | +2.0% | 46,625 | +0.2% | 0.25% | -5.3% |
| Q4 2018 | $2,549,000 | +4.5% | 46,552 | +4.1% | 0.26% | +23.9% |
| Q3 2018 | $2,439,000 | +5.3% | 44,726 | +5.6% | 0.21% | -0.9% |
| Q2 2018 | $2,317,000 | +2.8% | 42,353 | +2.9% | 0.22% | +1.9% |
| Q1 2018 | $2,253,000 | -5.2% | 41,160 | -5.8% | 0.21% | -1.9% |
| Q4 2017 | $2,376,000 | – | 43,702 | – | 0.22% | – |
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% |