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 | $997,488 | +12.7% | 20,855 | +15.2% | 0.76% | +11.0% |
Q2 2023 | $884,866 | +15.5% | 18,103 | +15.6% | 0.68% | +1.9% |
Q1 2023 | $765,883 | +22.1% | 15,656 | +18.4% | 0.67% | +18.9% |
Q4 2022 | $627,269 | +4.7% | 13,225 | +5.5% | 0.56% | -9.8% |
Q3 2022 | $599,000 | +94.5% | 12,535 | +101.8% | 0.62% | +89.1% |
Q2 2022 | $308,000 | +1.7% | 6,212 | +7.4% | 0.33% | +17.5% |
Q1 2022 | $303,000 | – | 5,786 | – | 0.28% | – |
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% |