VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,724,055 | +2.6% | 56,953 | +4.8% | 1.52% | +2.7% |
Q2 2023 | $2,655,946 | -2.1% | 54,336 | -2.0% | 1.48% | -9.0% |
Q1 2023 | $2,713,568 | +2.5% | 55,470 | -0.6% | 1.63% | -6.1% |
Q4 2022 | $2,647,000 | +23.3% | 55,817 | +24.1% | 1.73% | +9.4% |
Q3 2022 | $2,147,000 | -36.6% | 44,991 | -34.2% | 1.58% | -36.4% |
Q2 2022 | $3,385,000 | -17.9% | 68,331 | -13.1% | 2.49% | -21.6% |
Q1 2022 | $4,123,000 | +8.6% | 78,621 | +14.2% | 3.18% | +9.7% |
Q4 2021 | $3,796,000 | – | 68,815 | – | 2.90% | – |
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% |