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 | $45,343 | -2.1% | 948 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $46,339 | -0.1% | 948 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $46,377 | +3.1% | 948 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $44,964 | +542.3% | 948 | +503.8% | 0.00% | – |
Q3 2022 | $7,000 | -12.5% | 157 | -4.8% | 0.00% | – |
Q2 2022 | $8,000 | 0.0% | 165 | +5.1% | 0.00% | – |
Q1 2022 | $8,000 | -20.0% | 157 | -14.7% | 0.00% | – |
Q4 2021 | $10,000 | +11.1% | 184 | +17.2% | 0.00% | – |
Q3 2021 | $9,000 | 0.0% | 157 | 0.0% | 0.00% | – |
Q2 2021 | $9,000 | 0.0% | 157 | +4.7% | 0.00% | -100.0% |
Q1 2021 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $9,000 | – | 150 | – | 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% |