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 2023 | $26,689 | -1.4% | 558 | +0.7% | 0.01% | 0.0% |
Q2 2023 | $27,080 | -17.6% | 554 | -17.6% | 0.01% | -25.0% |
Q1 2023 | $32,874 | +102631.2% | 672 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $32 | -99.9% | 672 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $32,000 | -3.0% | 672 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $33,000 | -8.3% | 672 | -1.9% | 0.01% | +16.7% |
Q1 2022 | $36,000 | -96.3% | 685 | -96.1% | 0.01% | -96.5% |
Q4 2021 | $964,000 | -0.2% | 17,474 | +3.0% | 0.34% | -11.7% |
Q3 2021 | $966,000 | -0.1% | 16,963 | +0.2% | 0.39% | -12.5% |
Q2 2021 | $967,000 | -5.4% | 16,929 | -5.4% | 0.44% | -10.9% |
Q1 2021 | $1,022,000 | -0.2% | 17,890 | +2.3% | 0.50% | -21.6% |
Q4 2020 | $1,024,000 | +1.1% | 17,485 | +0.5% | 0.63% | -11.6% |
Q3 2020 | $1,013,000 | -6.6% | 17,405 | -7.4% | 0.71% | -11.5% |
Q2 2020 | $1,085,000 | +2.8% | 18,796 | +0.3% | 0.81% | -10.4% |
Q1 2020 | $1,055,000 | -9.2% | 18,749 | -8.7% | 0.90% | +11.9% |
Q4 2019 | $1,162,000 | -1.3% | 20,532 | +2.6% | 0.80% | +19.8% |
Q3 2019 | $1,177,000 | +3.0% | 20,008 | +0.3% | 0.67% | +4.7% |
Q2 2019 | $1,143,000 | +106.7% | 19,953 | +101.2% | 0.64% | +100.0% |
Q1 2019 | $553,000 | +4.9% | 9,919 | +2.1% | 0.32% | -0.9% |
Q4 2018 | $527,000 | +32.1% | 9,711 | +31.7% | 0.32% | +14.9% |
Q1 2017 | $399,000 | – | 7,373 | – | 0.28% | – |
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% |