VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,359,366 | -19.4% | 49,328 | -17.6% | 0.14% | -14.8% |
| Q2 2023 | $2,926,552 | +16.1% | 59,872 | +16.2% | 0.17% | +11.9% |
| Q1 2023 | $2,519,749 | +508.0% | 51,508 | +489.5% | 0.15% | +459.3% |
| Q4 2022 | $414,421 | +15.1% | 8,738 | +15.7% | 0.03% | +12.5% |
| Q3 2022 | $360,000 | -63.7% | 7,552 | -62.3% | 0.02% | -63.1% |
| Q2 2022 | $993,000 | -7.4% | 20,054 | -1.9% | 0.06% | +3.2% |
| Q1 2022 | $1,072,000 | -8.9% | 20,446 | -4.2% | 0.06% | -8.7% |
| Q4 2021 | $1,177,000 | +17.3% | 21,336 | +21.1% | 0.07% | +3.0% |
| Q3 2021 | $1,003,000 | +1.6% | 17,614 | +2.0% | 0.07% | -8.2% |
| Q2 2021 | $987,000 | +12.8% | 17,277 | +12.8% | 0.07% | -8.8% |
| Q1 2021 | $875,000 | +36.7% | 15,316 | +40.0% | 0.08% | +14.3% |
| Q4 2020 | $640,000 | +16.2% | 10,939 | +15.4% | 0.07% | 0.0% |
| Q3 2020 | $551,000 | +30.0% | 9,476 | +28.9% | 0.07% | +40.0% |
| Q2 2020 | $424,000 | +14.6% | 7,349 | +11.7% | 0.05% | -30.6% |
| Q1 2020 | $370,000 | -32.1% | 6,581 | -31.7% | 0.07% | -2.7% |
| Q4 2019 | $545,000 | – | 9,634 | – | 0.07% | – |
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% |