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 | $23,485 | -2.5% | 491 | -0.4% | 0.00% | 0.0% |
Q2 2023 | $24,098 | -30.3% | 493 | -30.3% | 0.00% | -50.0% |
Q1 2023 | $34,586 | -25.6% | 707 | -27.9% | 0.00% | -33.3% |
Q4 2022 | $46,516 | -31.6% | 981 | -31.1% | 0.01% | -40.0% |
Q3 2022 | $68,000 | +28.3% | 1,424 | +33.8% | 0.01% | +42.9% |
Q2 2022 | $53,000 | -1.9% | 1,064 | +3.7% | 0.01% | +16.7% |
Q1 2022 | $54,000 | +17.4% | 1,026 | +22.1% | 0.01% | +20.0% |
Q4 2021 | $46,000 | -4.2% | 840 | +0.1% | 0.01% | -16.7% |
Q3 2021 | $48,000 | -9.4% | 839 | -10.0% | 0.01% | -25.0% |
Q2 2021 | $53,000 | -99.5% | 932 | +445.0% | 0.01% | +300.0% |
Q1 2021 | $9,768,000 | +244100.0% | 171 | +155.2% | 0.00% | +100.0% |
Q4 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | -50.0% |
Q1 2019 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | -33.3% |
Q1 2018 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $4,000 | – | 67 | – | 0.00% | – |
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% |