VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $262,000 | +1.6% | 4,756 | +4.8% | 0.00% | 0.0% |
Q3 2021 | $258,000 | -0.4% | 4,537 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $259,000 | -6.5% | 4,537 | -6.4% | 0.00% | 0.0% |
Q1 2021 | $277,000 | -8.0% | 4,848 | -5.7% | 0.00% | 0.0% |
Q4 2020 | $301,000 | +0.7% | 5,143 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $299,000 | +11.6% | 5,143 | +11.0% | 0.00% | 0.0% |
Q2 2020 | $268,000 | +31.4% | 4,634 | +28.5% | 0.00% | +50.0% |
Q4 2019 | $204,000 | -2.9% | 3,605 | +1.0% | 0.00% | 0.0% |
Q3 2019 | $210,000 | +2.4% | 3,571 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $205,000 | -6.8% | 3,571 | -11.3% | 0.00% | -33.3% |
Q2 2018 | $220,000 | -45.0% | 4,025 | -45.0% | 0.00% | 0.0% |
Q1 2018 | $400,000 | +63.9% | 7,322 | +63.0% | 0.00% | 0.0% |
Q2 2017 | $244,000 | – | 4,491 | – | 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% |