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 | $389,604 | -1.7% | 8,146 | +0.5% | 0.02% | 0.0% |
Q2 2023 | $396,194 | +0.4% | 8,105 | +0.4% | 0.02% | -5.6% |
Q1 2023 | $394,789 | +3.4% | 8,070 | +0.2% | 0.02% | 0.0% |
Q4 2022 | $381,801 | +0.2% | 8,050 | +0.8% | 0.02% | -21.7% |
Q3 2022 | $381,000 | -4.0% | 7,986 | -0.1% | 0.02% | -23.3% |
Q2 2022 | $397,000 | -5.3% | 7,996 | +0.2% | 0.03% | +42.9% |
Q1 2022 | $419,000 | -4.3% | 7,978 | +0.6% | 0.02% | 0.0% |
Q4 2021 | $438,000 | 0.0% | 7,934 | +3.1% | 0.02% | -8.7% |
Q3 2021 | $438,000 | 0.0% | 7,693 | +0.2% | 0.02% | +27.8% |
Q2 2021 | $438,000 | 0.0% | 7,677 | +0.2% | 0.02% | -5.3% |
Q1 2021 | $438,000 | -2.2% | 7,661 | +0.2% | 0.02% | -13.6% |
Q4 2020 | $448,000 | +1.1% | 7,649 | +0.5% | 0.02% | +4.8% |
Q3 2020 | $443,000 | – | 7,613 | – | 0.02% | – |
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% |