VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $9,249,660 | +6.0% | 189,232 | +6.1% | 7.75% | 0.0% |
Q1 2023 | $8,724,784 | +9.5% | 178,348 | +6.2% | 7.75% | 0.0% |
Q4 2022 | $7,968,667 | +129.4% | 168,009 | +130.9% | 7.75% | +102.6% |
Q3 2022 | $3,473,000 | -48.9% | 72,765 | -47.0% | 3.82% | -46.0% |
Q2 2022 | $6,797,000 | -7.3% | 137,195 | -1.8% | 7.08% | +7.1% |
Q1 2022 | $7,329,000 | -7.0% | 139,752 | -2.2% | 6.61% | -6.5% |
Q4 2021 | $7,884,000 | -1.6% | 142,922 | +1.6% | 7.07% | -6.2% |
Q3 2021 | $8,010,000 | -0.2% | 140,626 | +0.1% | 7.54% | +1.0% |
Q2 2021 | $8,024,000 | – | 140,519 | – | 7.46% | – |
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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% |