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 | $70 | -2.8% | 1,471 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $72 | 0.0% | 1,471 | 0.0% | 0.01% | -14.3% |
Q1 2023 | $72 | +2.9% | 1,471 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $70 | -99.9% | 1,471 | 0.0% | 0.01% | -12.5% |
Q3 2022 | $70,000 | -27.8% | 1,471 | -24.9% | 0.02% | -33.3% |
Q2 2022 | $97,000 | +26.0% | 1,958 | +33.1% | 0.02% | +41.2% |
Q1 2022 | $77,000 | -4.9% | 1,471 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $81,000 | -3.6% | 1,471 | 0.0% | 0.02% | -10.5% |
Q3 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | -13.6% |
Q2 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $84,000 | -2.3% | 1,471 | 0.0% | 0.02% | -8.3% |
Q4 2020 | $86,000 | 0.0% | 1,471 | 0.0% | 0.02% | -22.6% |
Q3 2020 | $86,000 | +1.2% | 1,471 | 0.0% | 0.03% | +6.9% |
Q2 2020 | $85,000 | +112.5% | 1,471 | +106.0% | 0.03% | +70.6% |
Q1 2020 | $40,000 | 0.0% | 714 | 0.0% | 0.02% | +30.8% |
Q4 2019 | $40,000 | -4.8% | 714 | 0.0% | 0.01% | -13.3% |
Q3 2019 | $42,000 | +2.4% | 714 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $41,000 | +2.5% | 714 | 0.0% | 0.02% | -6.2% |
Q1 2019 | $40,000 | – | 714 | – | 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% |