VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,768,022 | -3.3% | 142,275 | -0.7% | 5.47% | +2.1% |
Q2 2023 | $6,999,909 | -2.9% | 143,206 | -2.8% | 5.35% | -3.6% |
Q1 2023 | $7,205,720 | +6.4% | 147,296 | +3.1% | 5.55% | +2.6% |
Q4 2022 | $6,773,478 | -1.8% | 142,810 | -1.2% | 5.41% | -9.3% |
Q3 2022 | $6,899,000 | -4.1% | 144,539 | -0.4% | 5.97% | +3.1% |
Q2 2022 | $7,192,000 | -4.5% | 145,172 | +1.1% | 5.79% | +7.0% |
Q1 2022 | $7,530,000 | +8.6% | 143,597 | +14.2% | 5.41% | +11.5% |
Q4 2021 | $6,935,000 | – | 125,727 | – | 4.85% | – |
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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% |