VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,176,016 | -1.6% | 66,402 | +0.6% | 1.77% | +0.9% |
Q2 2023 | $3,226,282 | -1.7% | 66,004 | -1.6% | 1.75% | -4.1% |
Q1 2023 | $3,281,484 | +0.0% | 67,079 | -3.0% | 1.83% | +1.6% |
Q4 2022 | $3,280,482 | -7.5% | 69,164 | -7.0% | 1.80% | -13.4% |
Q3 2022 | $3,548,000 | -12.8% | 74,346 | -9.5% | 2.07% | -8.1% |
Q2 2022 | $4,070,000 | -9.9% | 82,169 | -7.1% | 2.26% | -0.4% |
Q1 2022 | $4,517,000 | -9.1% | 88,485 | -1.7% | 2.26% | +9.2% |
Q4 2021 | $4,967,000 | -6.6% | 90,052 | -3.6% | 2.07% | -22.2% |
Q3 2021 | $5,320,000 | +1.3% | 93,408 | +1.5% | 2.66% | -0.9% |
Q2 2021 | $5,254,000 | +0.2% | 92,026 | +0.3% | 2.69% | -4.8% |
Q1 2021 | $5,242,000 | +11.2% | 91,780 | +14.0% | 2.82% | +11.9% |
Q4 2020 | $4,713,000 | – | 80,497 | – | 2.52% | – |
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% |