VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $722,726 | -35.0% | 15,110 | -33.6% | 0.39% | -35.3% |
Q2 2023 | $1,111,606 | -27.2% | 22,742 | -27.1% | 0.60% | -33.2% |
Q1 2023 | $1,526,129 | -4.7% | 31,196 | -7.6% | 0.90% | -12.3% |
Q4 2022 | $1,602,158 | -29.7% | 33,779 | -29.3% | 1.02% | -35.8% |
Q3 2022 | $2,280,000 | +140.0% | 47,778 | +149.1% | 1.59% | +136.1% |
Q2 2022 | $950,000 | +10.6% | 19,182 | +17.0% | 0.67% | +11.2% |
Q1 2022 | $859,000 | +2.0% | 16,389 | +7.4% | 0.61% | -1.5% |
Q4 2021 | $842,000 | – | 15,258 | – | 0.62% | – |
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% |