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 | $365 | -2.1% | 7,638 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $373 | -0.3% | 7,638 | -0.1% | 0.00% | 0.0% |
Q1 2023 | $374 | +3.3% | 7,648 | +0.1% | 0.00% | 0.0% |
Q4 2022 | $362 | -99.9% | 7,638 | 0.0% | 0.00% | -25.0% |
Q3 2022 | $365,000 | -53.4% | 7,638 | -51.8% | 0.00% | -55.6% |
Q2 2022 | $784,000 | -5.5% | 15,834 | 0.0% | 0.01% | +12.5% |
Q1 2022 | $830,000 | -13.5% | 15,834 | -9.1% | 0.01% | -11.1% |
Q4 2021 | $960,000 | +5.0% | 17,410 | +8.4% | 0.01% | -10.0% |
Q3 2021 | $914,000 | +0.9% | 16,055 | +1.2% | 0.01% | +11.1% |
Q2 2021 | $906,000 | +8.4% | 15,868 | +8.4% | 0.01% | +12.5% |
Q1 2021 | $836,000 | -2.5% | 14,643 | 0.0% | 0.01% | -20.0% |
Q4 2020 | $857,000 | -0.5% | 14,643 | -1.1% | 0.01% | -9.1% |
Q3 2020 | $861,000 | -68.4% | 14,805 | -68.7% | 0.01% | -69.4% |
Q2 2020 | $2,726,000 | -38.6% | 47,226 | -40.1% | 0.04% | -46.3% |
Q1 2020 | $4,437,000 | +1.6% | 78,860 | +2.2% | 0.07% | +42.6% |
Q4 2019 | $4,366,000 | -2.6% | 77,161 | +1.3% | 0.05% | -6.0% |
Q3 2019 | $4,482,000 | +5.5% | 76,192 | +2.8% | 0.05% | +8.7% |
Q2 2019 | $4,247,000 | +115.3% | 74,115 | +109.5% | 0.05% | +119.0% |
Q1 2019 | $1,973,000 | +53.3% | 35,371 | +49.1% | 0.02% | +40.0% |
Q4 2018 | $1,287,000 | +111.7% | 23,728 | +112.9% | 0.02% | +200.0% |
Q3 2018 | $608,000 | +7.0% | 11,144 | +7.4% | 0.01% | 0.0% |
Q2 2018 | $568,000 | – | 10,376 | – | 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% |