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 2022 | $282,000 | -3.8% | 5,937 | +0.9% | 0.14% | +0.7% |
Q2 2022 | $293,000 | -17.5% | 5,882 | -15.3% | 0.14% | -13.4% |
Q1 2022 | $355,000 | -5.3% | 6,944 | +1.3% | 0.16% | +4.5% |
Q4 2021 | $375,000 | +5.6% | 6,852 | +10.1% | 0.16% | +0.6% |
Q3 2021 | $355,000 | +2.0% | 6,226 | +2.1% | 0.16% | -0.6% |
Q2 2021 | $348,000 | +3.3% | 6,097 | +3.5% | 0.16% | -3.7% |
Q1 2021 | $337,000 | +6.6% | 5,889 | +8.8% | 0.16% | -6.3% |
Q4 2020 | $316,000 | +2.6% | 5,411 | +2.7% | 0.17% | -9.8% |
Q3 2020 | $308,000 | -41.6% | 5,269 | -42.2% | 0.19% | -44.2% |
Q2 2020 | $527,000 | – | 9,112 | – | 0.35% | – |
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% |