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 | $593,783 | -6.3% | 12,414 | -4.3% | 0.11% | 0.0% |
| Q2 2023 | $633,848 | -7.4% | 12,967 | -7.3% | 0.11% | -18.3% |
| Q1 2023 | $684,184 | -12.8% | 13,986 | -15.4% | 0.13% | -20.6% |
| Q4 2022 | $784,179 | -6.9% | 16,533 | -6.3% | 0.16% | -12.7% |
| Q3 2022 | $842,000 | -7.8% | 17,640 | -4.2% | 0.19% | +5.6% |
| Q2 2022 | $913,000 | -10.8% | 18,421 | -5.6% | 0.18% | +7.8% |
| Q1 2022 | $1,023,000 | -6.1% | 19,508 | -1.2% | 0.17% | -6.2% |
| Q4 2021 | $1,089,000 | -14.7% | 19,742 | -12.0% | 0.18% | -21.0% |
| Q3 2021 | $1,277,000 | -1.2% | 22,425 | -0.9% | 0.22% | -1.3% |
| Q2 2021 | $1,292,000 | -2.8% | 22,619 | -2.8% | 0.23% | -10.3% |
| Q1 2021 | $1,329,000 | -10.4% | 23,259 | -8.2% | 0.25% | -14.2% |
| Q4 2020 | $1,484,000 | -0.3% | 25,343 | -1.0% | 0.30% | -13.2% |
| Q3 2020 | $1,489,000 | -0.6% | 25,597 | -1.3% | 0.34% | -7.4% |
| Q2 2020 | $1,498,000 | -26.9% | 25,943 | -28.8% | 0.37% | -41.9% |
| Q1 2020 | $2,050,000 | -7.6% | 36,436 | -7.1% | 0.63% | +26.1% |
| Q4 2019 | $2,219,000 | -5.7% | 39,213 | -2.0% | 0.50% | -15.5% |
| Q3 2019 | $2,354,000 | -8.4% | 40,016 | -10.7% | 0.59% | +4.2% |
| Q2 2019 | $2,569,000 | -12.7% | 44,828 | -15.0% | 0.57% | -11.1% |
| Q1 2019 | $2,942,000 | +0.7% | 52,721 | -2.2% | 0.64% | -46.7% |
| Q4 2018 | $2,923,000 | +179.7% | 53,883 | +181.1% | 1.20% | +239.9% |
| Q3 2018 | $1,045,000 | -30.7% | 19,169 | -30.2% | 0.35% | -26.6% |
| Q2 2018 | $1,509,000 | -7.4% | 27,476 | -7.6% | 0.48% | +0.2% |
| Q1 2018 | $1,629,000 | -1.5% | 29,731 | -2.5% | 0.48% | +25.7% |
| Q4 2017 | $1,653,000 | +55.4% | 30,483 | +56.5% | 0.38% | +10.4% |
| Q3 2017 | $1,064,000 | -30.8% | 19,484 | -31.0% | 0.35% | -18.2% |
| Q2 2017 | $1,537,000 | +20.6% | 28,252 | +17.3% | 0.42% | -77.8% |
| Q4 2015 | $1,274,000 | -35.7% | 24,087 | -35.6% | 1.90% | -49.4% |
| Q3 2015 | $1,980,000 | +35.4% | 37,399 | +33.9% | 3.76% | +99.3% |
| Q2 2015 | $1,462,000 | – | 27,924 | – | 1.89% | – |
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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% |