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 | $1,097,220 | -67.3% | 22,940 | -66.7% | 3.32% | -16.4% |
Q2 2023 | $3,357,657 | +93.9% | 68,789 | +94.3% | 3.98% | -18.9% |
Q1 2023 | $1,731,719 | +3.7% | 35,399 | +0.6% | 4.90% | -5.7% |
Q4 2022 | $1,669,773 | -3.4% | 35,205 | -2.7% | 5.20% | +0.5% |
Q3 2022 | $1,728,000 | -1.7% | 36,195 | +2.0% | 5.17% | +0.7% |
Q2 2022 | $1,758,000 | +41.7% | 35,489 | +57.7% | 5.14% | +58.0% |
Q1 2022 | $1,241,000 | -3.6% | 22,498 | -8.4% | 3.25% | -5.3% |
Q4 2021 | $1,288,000 | – | 24,560 | – | 3.43% | – |
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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% |