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 | $328,258 | -1.4% | 6,863 | +0.7% | 0.03% | 0.0% |
Q2 2023 | $333,064 | +0.3% | 6,814 | +0.4% | 0.03% | -9.1% |
Q1 2023 | $331,949 | +3.4% | 6,786 | +0.3% | 0.03% | -5.7% |
Q4 2022 | $321,067 | +0.0% | 6,769 | +0.7% | 0.04% | -7.9% |
Q3 2022 | $321,000 | -7.5% | 6,723 | -4.0% | 0.04% | 0.0% |
Q2 2022 | $347,000 | -1.1% | 7,003 | +4.7% | 0.04% | +11.8% |
Q1 2022 | $351,000 | -4.6% | 6,689 | +0.2% | 0.03% | +3.0% |
Q4 2021 | $368,000 | -27.4% | 6,678 | -24.8% | 0.03% | -36.5% |
Q3 2021 | $507,000 | +0.2% | 8,886 | +0.2% | 0.05% | -1.9% |
Q2 2021 | $506,000 | +25.6% | 8,867 | +28.1% | 0.05% | -27.4% |
Q3 2020 | $403,000 | +1.0% | 6,923 | +0.2% | 0.07% | -7.6% |
Q2 2020 | $399,000 | +2.6% | 6,908 | +0.4% | 0.08% | +3.9% |
Q4 2019 | $389,000 | -5.8% | 6,883 | -4.6% | 0.08% | -8.4% |
Q2 2019 | $413,000 | +30.7% | 7,212 | +24.0% | 0.08% | +15.3% |
Q4 2018 | $316,000 | -15.1% | 5,817 | -17.2% | 0.07% | -48.6% |
Q3 2015 | $372,000 | – | 7,023 | – | 0.14% | – |
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% |