VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $888,149 | +84485.6% | 18,569 | -13.5% | 0.15% | +65.6% |
Q2 2023 | $1,050 | -16.3% | 21,473 | -16.3% | 0.09% | -8.8% |
Q1 2023 | $1,255 | -100.0% | 25,647 | +15.6% | 0.10% | +10.9% |
Q4 2022 | $1,052,169,593 | +87800.6% | 22,184 | -11.5% | 0.09% | -21.4% |
Q3 2022 | $1,197,000 | +117.6% | 25,072 | +138.9% | 0.12% | +154.3% |
Q1 2022 | $550,000 | +0.4% | 10,493 | +5.7% | 0.05% | -2.1% |
Q4 2021 | $548,000 | +12.5% | 9,931 | +16.2% | 0.05% | -13.0% |
Q3 2021 | $487,000 | -4.1% | 8,549 | -3.9% | 0.05% | -16.9% |
Q1 2021 | $508,000 | +1.0% | 8,893 | +3.5% | 0.06% | -8.5% |
Q4 2020 | $503,000 | +42.1% | 8,591 | +41.4% | 0.07% | +34.0% |
Q3 2020 | $354,000 | +24.2% | 6,076 | +22.9% | 0.05% | +8.2% |
Q2 2020 | $285,000 | -0.7% | 4,944 | -3.1% | 0.05% | -12.5% |
Q1 2020 | $287,000 | +15.3% | 5,102 | +20.5% | 0.06% | +16.7% |
Q3 2019 | $249,000 | -18.9% | 4,233 | -21.0% | 0.05% | -20.0% |
Q2 2019 | $307,000 | -78.6% | 5,358 | -79.2% | 0.06% | -80.0% |
Q1 2019 | $1,437,000 | +390.4% | 25,771 | +377.6% | 0.30% | +322.5% |
Q4 2018 | $293,000 | +11.0% | 5,396 | +11.6% | 0.07% | +20.3% |
Q3 2018 | $264,000 | +6.9% | 4,833 | +6.9% | 0.06% | 0.0% |
Q2 2018 | $247,000 | +6.0% | 4,523 | +6.3% | 0.06% | -23.4% |
Q1 2018 | $233,000 | – | 4,253 | – | 0.08% | – |
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% |