VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,296,646 | +3.7% | 48,016 | +5.9% | 0.89% | +6.3% |
Q2 2023 | $2,215,426 | +9.5% | 45,324 | +9.6% | 0.84% | -0.5% |
Q1 2023 | $2,023,810 | +10.1% | 41,370 | +6.8% | 0.84% | -3.9% |
Q4 2022 | $1,837,335 | +5.2% | 38,738 | +5.8% | 0.88% | +3.4% |
Q3 2022 | $1,747,000 | +29.1% | 36,604 | +34.0% | 0.85% | +36.7% |
Q2 2022 | $1,353,000 | +295.6% | 27,309 | +318.7% | 0.62% | +360.0% |
Q1 2022 | $342,000 | -3.4% | 6,523 | +1.7% | 0.14% | 0.0% |
Q4 2021 | $354,000 | -10.4% | 6,417 | -7.5% | 0.14% | -17.7% |
Q3 2021 | $395,000 | -2.0% | 6,940 | -1.5% | 0.16% | -3.5% |
Q2 2021 | $403,000 | -15.2% | 7,049 | -15.2% | 0.17% | -18.7% |
Q1 2021 | $475,000 | +15.0% | 8,308 | +17.9% | 0.21% | +2.0% |
Q4 2020 | $413,000 | +38.1% | 7,046 | +36.9% | 0.20% | +20.6% |
Q3 2020 | $299,000 | +26.7% | 5,145 | +25.6% | 0.17% | +9.7% |
Q2 2020 | $236,000 | – | 4,095 | – | 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% |