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 | $364,082 | +0.5% | 7,612 | +2.7% | 0.01% | +20.0% |
Q2 2023 | $362,201 | -38.0% | 7,410 | -37.9% | 0.01% | -44.4% |
Q1 2023 | $584,056 | +129979.3% | 11,939 | +26.2% | 0.01% | +28.6% |
Q4 2022 | $449 | -99.9% | 9,457 | -0.7% | 0.01% | -12.5% |
Q3 2022 | $454,000 | -16.4% | 9,519 | -13.2% | 0.01% | 0.0% |
Q2 2022 | $543,000 | +8.8% | 10,971 | +15.3% | 0.01% | +14.3% |
Q1 2022 | $499,000 | -5.0% | 9,519 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $525,000 | +87.5% | 9,519 | +93.9% | 0.01% | +16.7% |
Q3 2021 | $280,000 | 0.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $280,000 | 0.0% | 4,910 | 0.0% | 0.01% | -14.3% |
Q1 2021 | $280,000 | -2.4% | 4,910 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $287,000 | +1.4% | 4,910 | 0.0% | 0.01% | -11.1% |
Q3 2020 | $283,000 | 0.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $283,000 | +2.5% | 4,910 | 0.0% | 0.01% | -10.0% |
Q1 2020 | $276,000 | -0.7% | 4,910 | 0.0% | 0.01% | +25.0% |
Q4 2019 | $278,000 | -47.7% | 4,910 | -45.7% | 0.01% | -38.5% |
Q3 2019 | $532,000 | +54.2% | 9,043 | +50.1% | 0.01% | +62.5% |
Q2 2019 | $345,000 | +25.9% | 6,023 | +22.7% | 0.01% | 0.0% |
Q1 2019 | $274,000 | +3.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $266,000 | -0.7% | 4,910 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $268,000 | -0.4% | 4,910 | 0.0% | 0.01% | -11.1% |
Q2 2018 | $269,000 | -5.6% | 4,910 | -5.6% | 0.01% | 0.0% |
Q1 2018 | $285,000 | +6.7% | 5,200 | +5.9% | 0.01% | 0.0% |
Q4 2017 | $267,000 | -0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $268,000 | +0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $267,000 | +0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $266,000 | -0.4% | 4,910 | 0.0% | 0.01% | -10.0% |
Q4 2016 | $267,000 | -2.9% | 4,910 | 0.0% | 0.01% | -9.1% |
Q3 2016 | $275,000 | +0.7% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $273,000 | +1.9% | 4,910 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $268,000 | +3.1% | 4,910 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $260,000 | 0.0% | 4,910 | 0.0% | 0.01% | -26.7% |
Q3 2015 | $260,000 | +1.2% | 4,910 | 0.0% | 0.02% | +25.0% |
Q2 2015 | $257,000 | – | 4,910 | – | 0.01% | – |
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% |