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 | $13,012,534 | +22.9% | 272,058 | +25.6% | 0.13% | +20.8% |
Q2 2023 | $10,588,923 | -7.2% | 216,631 | -7.1% | 0.11% | -14.5% |
Q1 2023 | $11,412,892 | -67.8% | 233,297 | -68.8% | 0.12% | -60.6% |
Q4 2022 | $35,444,439 | -99.9% | 747,300 | -34.0% | 0.32% | +9.0% |
Q3 2022 | $27,054,027,000 | +77960.0% | 1,132,508 | +61.9% | 0.29% | -18.8% |
Q2 2022 | $34,658,000 | +11.4% | 699,593 | +18.0% | 0.36% | +9.9% |
Q1 2022 | $31,098,000 | +12.8% | 593,030 | +18.6% | 0.32% | +16.1% |
Q4 2021 | $27,576,000 | -20.7% | 499,932 | -18.1% | 0.28% | -19.8% |
Q3 2021 | $34,761,000 | +29.5% | 610,269 | +29.8% | 0.35% | +14.1% |
Q2 2021 | $26,840,000 | +8.2% | 470,045 | +8.2% | 0.30% | -3.2% |
Q1 2021 | $24,809,000 | +112.1% | 434,339 | +117.3% | 0.32% | +131.6% |
Q4 2020 | $11,697,000 | -99.9% | 199,846 | +39.7% | 0.14% | -12.8% |
Q3 2020 | $8,381,000,000 | – | 143,022 | – | 0.16% | – |
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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% |