VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,154 | +0.6% | 20,660 | +2.9% | 0.02% | 0.0% |
| Q2 2023 | $981,825 | +96536.3% | 20,086 | -3.3% | 0.02% | -19.0% |
| Q1 2023 | $1,016 | -3.1% | 20,772 | -6.0% | 0.02% | -25.0% |
| Q4 2022 | $1,048 | -99.9% | 22,087 | -3.8% | 0.03% | -20.0% |
| Q3 2022 | $1,096,000 | -11.7% | 22,953 | -8.4% | 0.04% | -10.3% |
| Q2 2022 | $1,241,000 | -2.3% | 25,060 | +3.5% | 0.04% | 0.0% |
| Q1 2022 | $1,270,000 | -1.9% | 24,219 | +3.2% | 0.04% | 0.0% |
| Q4 2021 | $1,295,000 | -1.4% | 23,469 | +1.7% | 0.04% | -9.3% |
| Q3 2021 | $1,314,000 | +7.9% | 23,077 | +8.2% | 0.04% | 0.0% |
| Q2 2021 | $1,218,000 | +9.6% | 21,323 | +9.6% | 0.04% | -6.5% |
| Q1 2021 | $1,111,000 | -6.9% | 19,452 | -4.5% | 0.05% | -17.9% |
| Q4 2020 | $1,193,000 | -1.6% | 20,372 | -2.2% | 0.06% | -25.3% |
| Q3 2020 | $1,212,000 | -7.8% | 20,832 | -8.6% | 0.08% | -21.1% |
| Q2 2020 | $1,315,000 | +4.4% | 22,782 | +1.7% | 0.10% | -18.1% |
| Q1 2020 | $1,260,000 | +12.4% | 22,402 | +13.1% | 0.12% | +22.1% |
| Q4 2019 | $1,121,000 | +6.2% | 19,806 | +10.3% | 0.10% | -20.2% |
| Q3 2019 | $1,056,000 | +70.6% | 17,949 | -4.5% | 0.12% | +46.9% |
| Q2 2019 | $619,000 | -43.1% | 18,789 | -3.6% | 0.08% | -56.0% |
| Q1 2019 | $1,087,000 | -2.4% | 19,483 | -5.1% | 0.18% | -39.3% |
| Q4 2018 | $1,114,000 | +148.7% | 20,532 | +149.3% | 0.30% | +124.4% |
| Q3 2018 | $448,000 | -95.4% | 8,236 | -93.3% | 0.14% | -95.9% |
| Q2 2018 | $9,724,000 | +2172.0% | 123,155 | +1473.3% | 3.32% | +1829.7% |
| Q1 2018 | $428,000 | +16.0% | 7,828 | +15.2% | 0.17% | +8.9% |
| Q4 2017 | $369,000 | – | 6,795 | – | 0.16% | – |
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% |