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 | $962,463 | -9.1% | 20,131 | -7.0% | 0.13% | -7.0% |
Q2 2023 | $1,058,545 | +8.4% | 21,656 | +8.5% | 0.14% | +0.7% |
Q1 2023 | $976,150 | -28.8% | 19,954 | -31.0% | 0.14% | -0.7% |
Q4 2022 | $1,370,917 | +36.8% | 28,904 | +42.9% | 0.14% | +57.8% |
Q2 2022 | $1,002,000 | +1.9% | 20,232 | +7.9% | 0.09% | -49.2% |
Q1 2022 | $983,000 | +23.6% | 18,751 | +30.1% | 0.18% | +27.3% |
Q4 2021 | $795,000 | +52.9% | 14,411 | +57.8% | 0.14% | +51.1% |
Q3 2021 | $520,000 | +27.5% | 9,135 | +29.3% | 0.09% | +142.1% |
Q1 2021 | $408,000 | +140.0% | 7,065 | +143.5% | 0.04% | +22.6% |
Q4 2020 | $170,000 | – | 2,901 | – | 0.03% | – |
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% |