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 2022 | $10,780,000 | -2.3% | 225,861 | +1.4% | 10.09% | +5.2% |
Q2 2022 | $11,035,000 | -17.8% | 222,755 | -13.0% | 9.59% | -18.2% |
Q1 2022 | $13,423,000 | -10.5% | 255,967 | -5.9% | 11.72% | -8.7% |
Q4 2021 | $15,005,000 | +2.8% | 272,036 | +6.1% | 12.84% | -5.0% |
Q3 2021 | $14,598,000 | +6.4% | 256,290 | +6.7% | 13.51% | +1.2% |
Q2 2021 | $13,717,000 | +4.4% | 240,232 | +4.5% | 13.36% | -2.3% |
Q1 2021 | $13,137,000 | +6.9% | 229,985 | +9.6% | 13.67% | +12.1% |
Q4 2020 | $12,285,000 | – | 209,822 | – | 12.19% | – |
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% |