VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,138 | +332.0% | 289 | +318.8% | 0.00% | – |
| Q4 2022 | $3,273 | +9.1% | 69 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 69 | -17.9% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 84 | +21.7% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 69 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $4,000 | -90.5% | 69 | -90.3% | 0.00% | -87.5% |
| Q4 2020 | $42,000 | +2.4% | 711 | 0.0% | 0.01% | -20.0% |
| Q3 2020 | $41,000 | -35.9% | 711 | -36.8% | 0.01% | -37.5% |
| Q2 2020 | $64,000 | -36.0% | 1,125 | -37.1% | 0.02% | -40.7% |
| Q1 2020 | $100,000 | +112.8% | 1,788 | +115.9% | 0.03% | +145.5% |
| Q4 2019 | $47,000 | -56.1% | 828 | -54.3% | 0.01% | -59.3% |
| Q3 2019 | $107,000 | -34.8% | 1,811 | -37.1% | 0.03% | -38.6% |
| Q2 2019 | $164,000 | -68.5% | 2,878 | -69.1% | 0.04% | -68.8% |
| Q1 2019 | $520,000 | -87.6% | 9,322 | -88.0% | 0.14% | -88.1% |
| Q4 2018 | $4,205,000 | +17420.8% | 77,496 | +17198.2% | 1.19% | +10700.0% |
| Q3 2018 | $24,000 | +60.0% | 448 | +60.0% | 0.01% | +57.1% |
| Q2 2018 | $15,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | – | 280 | – | 0.01% | – |
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% |