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 | $5,979 | +1.1% | 125 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $5,914 | -0.1% | 121 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,919 | +3.1% | 121 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $5,739 | -0.6% | 121 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,775 | -3.7% | 121 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,994 | -83.3% | 121 | -82.3% | 0.00% | -83.3% |
| Q1 2022 | $35,921 | -97.8% | 685 | -97.7% | 0.01% | -97.8% |
| Q4 2021 | $1,608,888 | -1.2% | 29,168 | +2.0% | 0.54% | -10.8% |
| Q3 2021 | $1,628,270 | +4.8% | 28,586 | +5.1% | 0.60% | +5.8% |
| Q2 2021 | $1,553,583 | +9.8% | 27,208 | +9.9% | 0.57% | +2.2% |
| Q1 2021 | $1,414,350 | +11.3% | 24,761 | +14.0% | 0.56% | +3.2% |
| Q4 2020 | $1,271,238 | +15.0% | 21,712 | +14.3% | 0.54% | +0.7% |
| Q3 2020 | $1,104,992 | +18.9% | 18,991 | +17.9% | 0.54% | +10.1% |
| Q2 2020 | $929,626 | +7.9% | 16,103 | +5.2% | 0.49% | -10.3% |
| Q1 2020 | $861,397 | +32.8% | 15,311 | +33.5% | 0.54% | +63.3% |
| Q4 2019 | $648,690 | +11074.7% | 11,465 | +10615.0% | 0.33% | +8200.0% |
| Q4 2018 | $5,805 | – | 107 | – | 0.00% | – |
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% |