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 | $1,594,436 | -16.0% | 33,335 | -14.1% | 0.78% | -13.3% |
Q2 2023 | $1,897,932 | -15.1% | 38,828 | -15.0% | 0.90% | -24.9% |
Q1 2023 | $2,234,381 | -9.3% | 45,674 | -12.0% | 1.19% | -18.1% |
Q4 2022 | $2,462,731 | -1.2% | 51,923 | -0.6% | 1.46% | -8.7% |
Q3 2022 | $2,492,000 | -5.8% | 52,214 | -2.2% | 1.59% | -2.0% |
Q2 2022 | $2,645,000 | -3.5% | 53,398 | +2.2% | 1.63% | +7.3% |
Q1 2022 | $2,740,000 | -1.4% | 52,242 | +3.7% | 1.52% | +3.9% |
Q4 2021 | $2,778,000 | +1.5% | 50,354 | +4.8% | 1.46% | -6.0% |
Q3 2021 | $2,737,000 | +1.3% | 48,055 | +1.6% | 1.55% | -1.3% |
Q2 2021 | $2,702,000 | +2.7% | 47,317 | +2.8% | 1.57% | -5.4% |
Q1 2021 | $2,630,000 | -0.3% | 46,035 | +2.1% | 1.66% | -6.6% |
Q4 2020 | $2,639,000 | – | 45,069 | – | 1.78% | – |
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% |