VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,514,206 | -1.8% | 52,565 | +0.3% | 0.12% | -14.7% |
Q2 2023 | $2,561,564 | +5.1% | 52,405 | +5.2% | 0.14% | -9.5% |
Q1 2023 | $2,437,704 | +44.3% | 49,830 | +39.9% | 0.16% | +20.6% |
Q4 2022 | $1,689,202 | -63.1% | 35,614 | -62.9% | 0.13% | -51.5% |
Q3 2022 | $4,581,000 | -6.8% | 95,970 | -3.1% | 0.27% | -34.8% |
Q2 2022 | $4,913,000 | -10.2% | 99,075 | -5.0% | 0.41% | -24.0% |
Q1 2022 | $5,473,000 | +24.8% | 104,302 | +31.2% | 0.54% | -40.4% |
Q4 2021 | $4,385,000 | – | 79,503 | – | 0.92% | – |
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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% |