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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $6,252,582 | +177.9% | 127,917 | +178.1% | 1.17% | +146.7% |
Q1 2023 | $2,250,222 | -78.1% | 45,998 | -78.7% | 0.47% | -79.8% |
Q4 2022 | $10,265,844 | +5.4% | 216,442 | +6.1% | 2.34% | -5.6% |
Q3 2022 | $9,741,000 | -10.8% | 204,089 | -7.4% | 2.48% | -10.1% |
Q2 2022 | $10,915,000 | +35.3% | 220,342 | +43.2% | 2.76% | +58.1% |
Q1 2022 | $8,068,000 | -7.2% | 153,862 | -2.3% | 1.75% | +1.0% |
Q4 2021 | $8,691,000 | -5.3% | 157,564 | -2.2% | 1.73% | -17.9% |
Q3 2021 | $9,181,000 | +168.6% | 161,190 | +169.2% | 2.11% | +201.1% |
Q2 2021 | $3,418,000 | +0.4% | 59,867 | +0.5% | 0.70% | -9.4% |
Q1 2021 | $3,403,000 | -1.6% | 59,580 | +0.8% | 0.77% | +3.1% |
Q4 2020 | $3,460,000 | -3.9% | 59,100 | -4.5% | 0.75% | -13.5% |
Q3 2020 | $3,601,000 | -13.1% | 61,893 | -13.8% | 0.87% | -17.6% |
Q2 2020 | $4,144,000 | +13.1% | 71,780 | +10.2% | 1.05% | +8.1% |
Q1 2020 | $3,665,000 | -23.7% | 65,138 | -23.3% | 0.97% | -13.7% |
Q4 2019 | $4,803,000 | -58.7% | 84,884 | -57.1% | 1.13% | -61.1% |
Q3 2019 | $11,639,000 | – | 197,846 | – | 2.90% | – |
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% |