VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $688,627 | +36.3% | 14,397 | +39.3% | 0.62% | +33.5% |
Q2 2023 | $505,191 | +0.1% | 10,335 | -0.6% | 0.46% | -8.7% |
Q1 2023 | $504,764 | -1.7% | 10,398 | -4.0% | 0.51% | -10.3% |
Q4 2022 | $513,695 | -1.2% | 10,831 | -0.6% | 0.56% | -10.5% |
Q3 2022 | $520,000 | -2.6% | 10,897 | +1.1% | 0.63% | -1.9% |
Q2 2022 | $534,000 | -10.7% | 10,776 | -5.5% | 0.64% | +2.2% |
Q1 2022 | $598,000 | -0.5% | 11,401 | +4.6% | 0.63% | +3.5% |
Q4 2021 | $601,000 | – | 10,900 | – | 0.61% | – |
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% |