VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $759,000 | -24.4% | 14,480 | -20.4% | 0.32% | -21.7% |
Q4 2021 | $1,004,000 | +2.1% | 18,202 | +5.5% | 0.41% | -8.3% |
Q3 2021 | $983,000 | +4.5% | 17,253 | +4.7% | 0.45% | +4.0% |
Q2 2021 | $941,000 | +31.4% | 16,475 | +31.4% | 0.43% | +23.6% |
Q1 2021 | $716,000 | +11.5% | 12,542 | +14.4% | 0.35% | +2.1% |
Q4 2020 | $642,000 | +7.0% | 10,960 | +6.2% | 0.34% | -4.7% |
Q3 2020 | $600,000 | +11.3% | 10,318 | +10.4% | 0.36% | +12.9% |
Q2 2020 | $539,000 | -6.1% | 9,343 | -8.4% | 0.32% | -23.2% |
Q1 2020 | $574,000 | +4.4% | 10,195 | +4.9% | 0.41% | +11.3% |
Q4 2019 | $550,000 | -1.4% | 9,717 | +2.4% | 0.37% | -8.8% |
Q3 2019 | $558,000 | +0.2% | 9,488 | -2.4% | 0.41% | +2.0% |
Q2 2019 | $557,000 | +19.0% | 9,723 | +15.8% | 0.40% | +18.0% |
Q1 2019 | $468,000 | +38.9% | 8,399 | +35.1% | 0.34% | +19.0% |
Q4 2018 | $337,000 | -25.6% | 6,219 | +0.1% | 0.28% | +12.7% |
Q3 2018 | $453,000 | +47.1% | 6,215 | +10.2% | 0.25% | +10.0% |
Q2 2018 | $308,000 | +14.5% | 5,638 | +14.8% | 0.23% | +14.5% |
Q1 2018 | $269,000 | -43.7% | 4,913 | -44.1% | 0.20% | -43.5% |
Q4 2017 | $478,000 | +6.9% | 8,792 | +7.3% | 0.35% | -7.6% |
Q3 2017 | $447,000 | +5.4% | 8,195 | +5.1% | 0.38% | -0.5% |
Q2 2017 | $424,000 | +8.7% | 7,800 | +8.2% | 0.38% | +2.4% |
Q1 2017 | $390,000 | – | 7,209 | – | 0.38% | – |
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% |