VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $465,003 | -2.1% | 9,722 | 0.0% | 0.08% | -6.0% |
Q2 2023 | $475,211 | -0.1% | 9,722 | 0.0% | 0.08% | -7.7% |
Q1 2023 | $475,600 | +1.9% | 9,722 | -1.2% | 0.09% | -3.2% |
Q4 2022 | $466,521 | -29.3% | 9,836 | -28.9% | 0.09% | -33.3% |
Q3 2022 | $660,000 | -10.3% | 13,836 | -6.9% | 0.14% | -2.8% |
Q2 2022 | $736,000 | -5.5% | 14,859 | 0.0% | 0.14% | +3.6% |
Q1 2022 | $779,000 | -5.0% | 14,859 | 0.0% | 0.14% | -4.1% |
Q4 2021 | $820,000 | – | 14,859 | – | 0.15% | – |
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% |