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 | $6,361 | -2.2% | 132 | +0.8% | 0.00% | – |
Q2 2023 | $6,501 | -0.1% | 131 | 0.0% | 0.00% | – |
Q1 2023 | $6,506 | -82.5% | 131 | -83.2% | 0.00% | – |
Q4 2022 | $37,137 | +147.6% | 781 | +139.6% | 0.00% | – |
Q3 2022 | $15,000 | +66.7% | 326 | +68.0% | 0.00% | – |
Q2 2022 | $9,000 | -84.5% | 194 | -82.5% | 0.00% | – |
Q1 2022 | $58,000 | -9.4% | 1,108 | -5.5% | 0.00% | – |
Q4 2021 | $64,000 | +481.8% | 1,173 | +504.6% | 0.00% | – |
Q3 2021 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | – |
Q2 2021 | $11,000 | +266.7% | 194 | +185.3% | 0.00% | – |
Q3 2019 | $3,000 | -40.0% | 68 | -29.2% | 0.00% | – |
Q4 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
Q3 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
Q2 2016 | $5,000 | – | 96 | – | 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% |