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 2020 | $223,000 | -9.3% | 3,836 | -9.8% | 0.01% | -22.2% |
| Q2 2020 | $246,000 | -2.8% | 4,253 | -5.4% | 0.02% | -10.0% |
| Q1 2020 | $253,000 | -0.4% | 4,498 | 0.0% | 0.02% | +33.3% |
| Q4 2019 | $254,000 | -10.2% | 4,498 | -6.4% | 0.02% | -16.7% |
| Q3 2019 | $283,000 | -99.9% | 4,803 | +14.9% | 0.02% | +20.0% |
| Q3 2016 | $234,191,000 | +0.4% | 4,179 | -0.2% | 0.02% | -6.2% |
| Q2 2016 | $233,327,000 | -9.1% | 4,189 | -10.9% | 0.02% | -11.1% |
| Q1 2016 | $256,556,000 | -99.4% | 4,704 | -99.4% | 0.02% | -99.4% |
| Q4 2015 | $44,876,197,000 | +4228.8% | 844,967 | +4214.1% | 3.26% | +4498.6% |
| Q3 2015 | $1,036,687,000 | -62.1% | 19,586 | -62.5% | 0.07% | -55.1% |
| Q2 2015 | $2,734,604,000 | -87.4% | 52,217 | -87.0% | 0.16% | -87.1% |
| Q1 2015 | $21,644,006,000 | -51.8% | 400,148 | -52.6% | 1.23% | -53.4% |
| Q4 2014 | $44,876,197,000 | -5.2% | 844,967 | -7.0% | 2.64% | -7.9% |
| Q3 2014 | $47,323,592,000 | -2.3% | 908,148 | -3.7% | 2.86% | +0.7% |
| Q2 2014 | $48,459,477,000 | -1.1% | 942,608 | -2.6% | 2.84% | -6.5% |
| Q1 2014 | $48,978,626,000 | +8.0% | 967,766 | +5.9% | 3.04% | +2.6% |
| Q4 2013 | $45,336,950,000 | – | 913,683 | – | 2.96% | – |
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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% |