VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 672 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 | $245,486 | -20.2% | 5,079 | -20.0% | 0.10% | -15.0% |
Q2 2023 | $307,801 | +1.1% | 6,349 | +2.0% | 0.11% | -6.6% |
Q1 2023 | $304,567 | +38.8% | 6,222 | +38.1% | 0.12% | +4.3% |
Q4 2022 | $219,390 | -3.8% | 4,504 | -5.2% | 0.12% | -9.4% |
Q3 2022 | $228,000 | -9.9% | 4,752 | -3.7% | 0.13% | -4.5% |
Q2 2022 | $253,000 | +11.5% | 4,933 | +10.1% | 0.13% | +5.5% |
Q1 2022 | $227,000 | -2.6% | 4,480 | +2.7% | 0.13% | -42.0% |
Q4 2021 | $233,000 | -90.4% | 4,364 | -89.6% | 0.22% | -58.8% |
Q2 2021 | $2,429,000 | +171.7% | 42,001 | +167.4% | 0.53% | +100.4% |
Q1 2021 | $894,000 | +1.9% | 15,709 | +4.4% | 0.26% | -0.7% |
Q4 2020 | $877,000 | +12.3% | 15,043 | +11.8% | 0.27% | -16.3% |
Q3 2020 | $781,000 | – | 13,452 | – | 0.32% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |