VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,329,786 | +0.8% | 320,505 | +3.0% | 1.43% | +4.7% |
Q2 2023 | $15,212,132 | +16.4% | 311,213 | +16.5% | 1.36% | +11.0% |
Q1 2023 | $13,067,150 | +25.2% | 267,112 | +21.4% | 1.23% | +15.0% |
Q4 2022 | $10,437,097 | -99.9% | 220,052 | -19.2% | 1.07% | -25.8% |
Q3 2022 | $12,998,503,000 | -6.1% | 272,334 | -2.5% | 1.44% | -5.4% |
Q2 2022 | $13,840,612,000 | +1.3% | 279,382 | +7.3% | 1.52% | +17.3% |
Q1 2022 | $13,665,285,000 | -16.8% | 260,297 | -12.7% | 1.30% | -15.0% |
Q4 2021 | $16,427,559,000 | -7.7% | 298,186 | -4.6% | 1.53% | -9.4% |
Q3 2021 | $17,794,734,000 | -5.5% | 312,707 | -4.0% | 1.69% | -7.4% |
Q2 2021 | $18,834,237,000 | +2.8% | 325,777 | +1.6% | 1.82% | -2.8% |
Q1 2021 | $18,314,537,000 | +12.0% | 320,776 | +14.9% | 1.87% | +1.5% |
Q4 2020 | $16,351,014,000 | +8.6% | 279,062 | +7.9% | 1.85% | -3.3% |
Q3 2020 | $15,055,154,000 | +3.7% | 258,746 | +2.9% | 1.91% | -3.6% |
Q2 2020 | $14,517,378,000 | +4.8% | 251,507 | +2.1% | 1.98% | -12.4% |
Q1 2020 | $13,857,763,000 | +6.8% | 246,360 | +11.6% | 2.26% | +44.0% |
Q3 2019 | $12,981,497,000 | +7.5% | 220,661 | +4.7% | 1.57% | +5.5% |
Q2 2019 | $12,081,355,000 | +16.4% | 210,843 | +13.3% | 1.49% | +5.8% |
Q1 2019 | $10,380,063,000 | +1.1% | 186,123 | -1.7% | 1.41% | -8.7% |
Q4 2018 | $10,271,151,000 | +15.7% | 189,330 | +12.8% | 1.54% | +25.9% |
Q3 2018 | $8,880,290,000 | -21.0% | 167,818 | -18.3% | 1.22% | -25.0% |
Q2 2018 | $11,239,414,000 | +104142.4% | 205,436 | +4.3% | 1.63% | -2.8% |
Q1 2018 | $10,782,000 | +56.9% | 197,010 | +55.9% | 1.68% | +44.8% |
Q4 2017 | $6,871,000 | +8.0% | 126,369 | +8.5% | 1.16% | +1.0% |
Q3 2017 | $6,360,000 | +5.7% | 116,511 | +5.3% | 1.15% | -0.2% |
Q2 2017 | $6,015,000 | +11.7% | 110,646 | +11.2% | 1.15% | +27.8% |
Q1 2017 | $5,384,000 | +343.1% | 99,469 | +344.4% | 0.90% | +305.0% |
Q4 2016 | $1,215,000 | – | 22,385 | – | 0.22% | – |
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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% |