VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $228,944 | -15.4% | 4,808 | -13.2% | 0.08% | -6.2% |
Q2 2023 | $270,473 | -19.6% | 5,541 | -19.5% | 0.08% | -27.3% |
Q1 2023 | $336,530 | +8.5% | 6,879 | +7.8% | 0.11% | +2.8% |
Q4 2022 | $310,166 | -16.4% | 6,381 | -17.2% | 0.11% | -24.1% |
Q3 2022 | $371,000 | +1.1% | 7,704 | +4.0% | 0.14% | -4.7% |
Q2 2022 | $367,000 | +12.2% | 7,410 | +17.2% | 0.15% | +27.6% |
Q1 2022 | $327,000 | -1.8% | 6,320 | +4.7% | 0.12% | -12.1% |
Q4 2021 | $333,000 | +2.8% | 6,039 | +6.3% | 0.13% | -15.9% |
Q3 2021 | $324,000 | +26.1% | 5,681 | +26.4% | 0.16% | +28.7% |
Q2 2021 | $257,000 | – | 4,496 | – | 0.12% | – |
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% |