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 | $334,971 | +27.8% | 7,003 | +30.6% | 0.08% | +41.5% |
| Q2 2023 | $262,128 | -3.4% | 5,363 | -3.3% | 0.05% | -1.9% |
| Q1 2023 | $271,341 | +1.8% | 5,547 | -1.3% | 0.05% | -3.6% |
| Q4 2022 | $266,542 | -68.3% | 5,620 | -68.1% | 0.06% | -72.3% |
| Q3 2022 | $841,000 | -4.3% | 17,622 | -0.7% | 0.20% | +2.5% |
| Q2 2022 | $879,000 | -22.1% | 17,752 | -17.5% | 0.20% | -10.0% |
| Q1 2022 | $1,128,000 | -12.6% | 21,514 | -8.0% | 0.22% | -15.1% |
| Q4 2021 | $1,290,000 | -0.9% | 23,382 | +2.3% | 0.26% | -15.1% |
| Q3 2021 | $1,302,000 | -0.2% | 22,854 | +0.1% | 0.30% | +0.7% |
| Q2 2021 | $1,304,000 | -0.3% | 22,832 | -0.3% | 0.30% | -19.3% |
| Q1 2021 | $1,308,000 | -1.5% | 22,901 | +1.0% | 0.37% | -8.1% |
| Q4 2020 | $1,328,000 | +1.2% | 22,680 | +0.6% | 0.41% | -14.9% |
| Q3 2020 | $1,312,000 | -1.0% | 22,551 | -1.7% | 0.48% | -10.2% |
| Q2 2020 | $1,325,000 | +2.8% | 22,948 | +0.1% | 0.53% | -10.7% |
| Q1 2020 | $1,289,000 | -6.4% | 22,915 | -5.9% | 0.60% | +34.5% |
| Q4 2019 | $1,377,000 | -2.8% | 24,340 | +1.0% | 0.44% | -20.6% |
| Q3 2019 | $1,417,000 | -4.8% | 24,092 | -7.3% | 0.56% | -10.9% |
| Q2 2019 | $1,489,000 | +0.6% | 25,984 | -2.1% | 0.63% | -9.8% |
| Q1 2019 | $1,480,000 | -25.9% | 26,544 | -27.9% | 0.69% | -22.3% |
| Q4 2018 | $1,997,000 | +51.1% | 36,820 | +51.9% | 0.89% | +30.9% |
| Q3 2018 | $1,322,000 | -2.3% | 24,244 | -1.9% | 0.68% | -1.4% |
| Q2 2018 | $1,353,000 | -8.1% | 24,726 | -8.1% | 0.69% | -5.5% |
| Q1 2018 | $1,472,000 | +5.0% | 26,902 | +4.3% | 0.73% | +3.0% |
| Q4 2017 | $1,402,000 | +19.9% | 25,786 | +20.4% | 0.71% | +17.5% |
| Q3 2017 | $1,169,000 | -3.4% | 21,418 | -3.8% | 0.60% | -8.7% |
| Q2 2017 | $1,210,000 | +21.5% | 22,253 | +21.0% | 0.66% | +10.7% |
| Q1 2017 | $996,000 | +34.4% | 18,392 | +34.7% | 0.60% | +24.3% |
| Q4 2016 | $741,000 | +29.8% | 13,653 | +33.9% | 0.48% | +22.0% |
| Q3 2016 | $571,000 | +73.6% | 10,193 | +72.4% | 0.40% | +51.9% |
| Q2 2016 | $329,000 | – | 5,914 | – | 0.26% | – |
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% |