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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,721,288 | -4.6% | 56,895 | -2.5% | 1.69% | -4.8% |
Q2 2023 | $2,851,073 | +2.5% | 58,328 | +2.6% | 1.78% | -6.3% |
Q1 2023 | $2,780,906 | +1.2% | 56,846 | -1.9% | 1.90% | -6.6% |
Q4 2022 | $2,748,663 | +253.8% | 57,952 | +256.1% | 2.03% | +227.7% |
Q3 2022 | $777,000 | -33.4% | 16,273 | -30.9% | 0.62% | -30.0% |
Q2 2022 | $1,166,000 | +91.5% | 23,542 | +102.6% | 0.89% | +100.9% |
Q1 2022 | $609,000 | +3.9% | 11,622 | +9.4% | 0.44% | +14.2% |
Q4 2021 | $586,000 | -56.3% | 10,623 | -54.9% | 0.39% | -57.8% |
Q3 2021 | $1,340,000 | +10.4% | 23,534 | +10.7% | 0.92% | +7.6% |
Q2 2021 | $1,214,000 | +7.9% | 21,254 | +7.9% | 0.85% | -3.0% |
Q1 2021 | $1,125,000 | – | 19,692 | – | 0.88% | – |
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% |