VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,136,494 | -12.0% | 128,298 | -10.1% | 1.86% | -8.4% |
Q2 2023 | $6,972,977 | +2.0% | 142,655 | +2.0% | 2.03% | -0.6% |
Q1 2023 | $6,839,359 | -6.8% | 139,807 | -9.7% | 2.04% | -18.9% |
Q4 2022 | $7,340,314 | -2.0% | 154,761 | -1.4% | 2.51% | -10.8% |
Q3 2022 | $7,491,000 | +15.0% | 156,955 | +19.3% | 2.82% | +77.8% |
Q2 2022 | $6,516,000 | -18.0% | 131,523 | -13.2% | 1.58% | -7.4% |
Q1 2022 | $7,944,000 | -11.1% | 151,484 | -6.5% | 1.71% | -1.2% |
Q4 2021 | $8,938,000 | +4.2% | 162,029 | +7.6% | 1.73% | -2.5% |
Q3 2021 | $8,577,000 | +3.8% | 150,588 | +4.0% | 1.78% | +5.1% |
Q2 2021 | $8,266,000 | +5.0% | 144,767 | +5.0% | 1.69% | -2.2% |
Q1 2021 | $7,874,000 | +14.1% | 137,852 | +17.0% | 1.73% | +18.1% |
Q4 2020 | $6,900,000 | -3.3% | 117,849 | -3.9% | 1.46% | -33.8% |
Q3 2020 | $7,135,000 | – | 122,618 | – | 2.21% | – |
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% |