VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,868 | +1.0% | 9,531 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $451,553 | +54.3% | 9,238 | +49.7% | 0.00% | +100.0% |
| Q4 2022 | $292,691 | -7.4% | 6,171 | -6.9% | 0.00% | 0.0% |
| Q3 2022 | $316,000 | -12.0% | 6,631 | -8.6% | 0.00% | -50.0% |
| Q2 2022 | $359,000 | -8.9% | 7,251 | -3.5% | 0.00% | +100.0% |
| Q1 2022 | $394,000 | -4.6% | 7,514 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | -17.4% | 7,493 | -14.6% | 0.00% | -50.0% |
| Q3 2021 | $500,000 | -7.9% | 8,777 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $543,000 | +28.1% | 9,514 | +28.2% | 0.00% | 0.0% |
| Q1 2021 | $424,000 | -1.2% | 7,423 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $429,000 | +1.4% | 7,321 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $423,000 | -19.0% | 7,273 | -19.6% | 0.00% | 0.0% |
| Q2 2020 | $522,000 | -24.1% | 9,042 | -26.1% | 0.00% | -50.0% |
| Q1 2020 | $688,000 | +147.5% | 12,237 | +149.2% | 0.00% | +300.0% |
| Q4 2019 | $278,000 | +23.0% | 4,910 | +27.6% | 0.00% | 0.0% |
| Q3 2019 | $226,000 | -11.4% | 3,849 | -13.4% | 0.00% | 0.0% |
| Q2 2019 | $255,000 | -0.4% | 4,446 | -3.0% | 0.00% | -50.0% |
| Q1 2019 | $256,000 | +2.4% | 4,585 | -0.5% | 0.00% | 0.0% |
| Q4 2018 | $250,000 | +7.8% | 4,607 | +8.3% | 0.00% | +100.0% |
| Q3 2018 | $232,000 | +1.3% | 4,254 | +1.6% | 0.00% | -50.0% |
| Q2 2018 | $229,000 | +1.8% | 4,188 | +1.8% | 0.00% | 0.0% |
| Q1 2018 | $225,000 | -97.6% | 4,115 | -97.5% | 0.00% | -97.6% |
| Q3 2016 | $9,411,000 | -2.4% | 167,929 | -3.0% | 0.08% | -7.8% |
| Q2 2016 | $9,643,000 | +4536.1% | 173,128 | +4441.7% | 0.09% | +4400.0% |
| Q1 2016 | $208,000 | -41.7% | 3,812 | -44.0% | 0.00% | +100.0% |
| Q2 2015 | $357,000 | -8.5% | 6,813 | -5.4% | 0.00% | 0.0% |
| Q1 2015 | $390,000 | – | 7,201 | – | 0.00% | – |
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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% |