VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $370,000 | -68.3% | 7,758 | -67.0% | 0.14% | -78.3% |
Q2 2022 | $1,166,000 | -10.4% | 23,544 | -5.1% | 0.67% | +0.9% |
Q1 2022 | $1,301,000 | +537.7% | 24,809 | +594.0% | 0.66% | +662.1% |
Q1 2021 | $204,000 | -6.4% | 3,575 | -4.0% | 0.09% | -14.7% |
Q4 2020 | $218,000 | -23.8% | 3,724 | -24.3% | 0.10% | -39.3% |
Q3 2020 | $286,000 | +0.7% | 4,919 | 0.0% | 0.17% | -6.1% |
Q2 2020 | $284,000 | -28.5% | 4,919 | -30.3% | 0.18% | -37.8% |
Q1 2020 | $397,000 | – | 7,055 | – | 0.29% | – |
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% |