VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,908,477 | +1750.4% | 145,230 | +1800.9% | 0.01% | +1000.0% |
Q2 2023 | $373,359 | -3.4% | 7,640 | -3.3% | 0.00% | 0.0% |
Q1 2023 | $386,348 | -3.8% | 7,899 | -6.7% | 0.00% | 0.0% |
Q4 2022 | $401,448 | -12.9% | 8,464 | -12.4% | 0.00% | -50.0% |
Q3 2022 | $461,000 | -37.4% | 9,665 | -35.0% | 0.00% | -33.3% |
Q2 2022 | $737,000 | +1.7% | 14,859 | +6.0% | 0.00% | +50.0% |
Q1 2022 | $725,000 | -89.4% | 14,024 | -88.7% | 0.00% | -91.3% |
Q4 2021 | $6,847,000 | – | 124,335 | – | 0.02% | – |
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% |