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 2023 | $11,205,230 | +1095.3% | 234,272 | +1121.5% | 0.00% | – |
Q2 2023 | $937,470 | +0.3% | 19,179 | +0.4% | 0.00% | – |
Q1 2023 | $934,323 | -96.5% | 19,099 | -96.6% | 0.00% | -100.0% |
Q4 2022 | $26,985,915 | -29.2% | 568,963 | -28.7% | 0.01% | -30.0% |
Q3 2022 | $38,092,000 | +9819.8% | 798,076 | +10193.8% | 0.01% | – |
Q2 2022 | $384,000 | -62.1% | 7,753 | -59.9% | 0.00% | – |
Q1 2022 | $1,014,000 | -99.3% | 19,341 | -99.2% | 0.00% | -100.0% |
Q3 2020 | $146,122,000 | +2286.4% | 2,511,336 | +2207.8% | 0.03% | +1300.0% |
Q1 2020 | $6,123,000 | +1563.9% | 108,821 | +1574.2% | 0.00% | – |
Q4 2019 | $368,000 | -84.1% | 6,500 | -83.5% | 0.00% | -100.0% |
Q3 2019 | $2,312,000 | -50.2% | 39,312 | -51.5% | 0.00% | – |
Q2 2019 | $4,641,000 | +175.4% | 81,000 | +168.0% | 0.00% | – |
Q1 2019 | $1,685,000 | -52.0% | 30,221 | -53.2% | 0.00% | -100.0% |
Q4 2018 | $3,507,000 | +148.0% | 64,643 | +150.1% | 0.00% | – |
Q2 2018 | $1,414,000 | +227.3% | 25,849 | +227.2% | 0.00% | – |
Q1 2018 | $432,000 | +103.8% | 7,899 | +102.5% | 0.00% | – |
Q4 2017 | $212,000 | -98.6% | 3,900 | -98.6% | 0.00% | -100.0% |
Q2 2017 | $14,817,000 | +2082.2% | 272,580 | +2080.6% | 0.01% | – |
Q4 2016 | $679,000 | -90.0% | 12,500 | -89.7% | 0.00% | -100.0% |
Q3 2016 | $6,805,000 | +27.3% | 121,432 | +23.9% | 0.00% | 0.0% |
Q1 2016 | $5,344,000 | +109.5% | 97,983 | +107.8% | 0.00% | +200.0% |
Q1 2015 | $2,551,000 | +163.5% | 47,163 | +158.7% | 0.00% | – |
Q4 2014 | $968,000 | +272.3% | 18,234 | +265.4% | 0.00% | – |
Q3 2014 | $260,000 | -38.8% | 4,990 | -39.6% | 0.00% | – |
Q2 2014 | $425,000 | -37.3% | 8,263 | -38.3% | 0.00% | – |
Q1 2014 | $678,000 | +2.0% | 13,400 | 0.0% | 0.00% | – |
Q4 2013 | $665,000 | – | 13,400 | – | 0.00% | – |
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% |