VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,144,955 | +3.2% | 23,938 | +5.5% | 0.32% | +2.5% |
Q2 2023 | $1,109,234 | +9.3% | 22,693 | +9.3% | 0.32% | +1.9% |
Q1 2023 | $1,015,286 | +5.5% | 20,754 | +2.3% | 0.31% | +3.7% |
Q4 2022 | $962,307 | -0.8% | 20,289 | -0.2% | 0.30% | -10.0% |
Q3 2022 | $970,000 | -0.6% | 20,325 | +3.1% | 0.33% | +6.4% |
Q2 2022 | $976,000 | -12.8% | 19,705 | -7.6% | 0.31% | -12.4% |
Q1 2022 | $1,119,000 | -16.8% | 21,331 | -12.5% | 0.36% | -20.9% |
Q4 2021 | $1,345,000 | – | 24,381 | – | 0.45% | – |
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% |