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 | $139,674 | +1638.5% | 22 | -55.1% | 0.00% | -90.9% |
Q2 2023 | $8,034 | +4439.0% | 49 | 0.0% | 0.02% | +340.0% |
Q1 2023 | $177 | -97.7% | 49 | +4.3% | 0.01% | -87.8% |
Q4 2022 | $7,796 | -95.5% | 47 | -2.1% | 0.04% | +583.3% |
Q3 2022 | $173,000 | -3.4% | 48 | -4.0% | 0.01% | 0.0% |
Q2 2022 | $179,000 | -6.3% | 50 | -3.8% | 0.01% | +20.0% |
Q1 2022 | $191,000 | -5.0% | 52 | -5.5% | 0.01% | 0.0% |
Q4 2021 | $201,000 | +252.6% | 55 | +1733.3% | 0.01% | -81.5% |
Q3 2021 | $57,000 | 0.0% | 3 | 0.0% | 0.03% | +35.0% |
Q2 2021 | $57,000 | -64.2% | 3 | 0.0% | 0.02% | +566.7% |
Q1 2021 | $159,000 | – | 3 | 0.0% | 0.00% | – |
Q4 2020 | $0 | -100.0% | 3 | -96.0% | 0.00% | -100.0% |
Q1 2020 | $4,237,000 | +7333.3% | 75 | -47.6% | 0.01% | -66.7% |
Q4 2019 | $57,000 | +338.5% | 143 | -32.9% | 0.04% | +254.5% |
Q3 2019 | $13,000 | -69.8% | 213 | -71.5% | 0.01% | -68.6% |
Q2 2019 | $43,000 | -62.3% | 747 | -63.5% | 0.04% | -62.0% |
Q1 2019 | $114,000 | +293.1% | 2,047 | +291.4% | 0.09% | +206.7% |
Q3 2018 | $29,000 | 0.0% | 523 | -1.5% | 0.03% | +11.1% |
Q2 2018 | $29,000 | 0.0% | 531 | +1.5% | 0.03% | -10.0% |
Q1 2018 | $29,000 | – | 523 | – | 0.03% | – |
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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% |