VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $255,803 | +103046.4% | 5,229 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $248 | -100.0% | 5,229 | -62.2% | 0.02% | -67.6% |
Q3 2022 | $660,000 | -3.9% | 13,836 | -0.2% | 0.07% | -5.6% |
Q2 2022 | $687,000 | -12.3% | 13,868 | -7.2% | 0.07% | +200.0% |
Q1 2022 | $783,000 | -5.0% | 14,937 | 0.0% | 0.02% | -4.0% |
Q4 2021 | $824,000 | -1.0% | 14,937 | +2.2% | 0.02% | +108.3% |
Q3 2021 | $832,000 | +8.2% | 14,615 | +8.5% | 0.01% | -25.0% |
Q2 2021 | $769,000 | -0.1% | 13,474 | 0.0% | 0.02% | -11.1% |
Q1 2021 | $770,000 | -0.1% | 13,474 | +2.3% | 0.02% | -10.0% |
Q4 2020 | $771,000 | +1.4% | 13,166 | +0.7% | 0.02% | -13.0% |
Q3 2020 | $760,000 | -1.7% | 13,069 | -2.4% | 0.02% | -4.2% |
Q2 2020 | $773,000 | -47.6% | 13,397 | -48.9% | 0.02% | -7.7% |
Q1 2020 | $1,474,000 | +99.7% | 26,206 | +100.9% | 0.03% | +30.0% |
Q4 2019 | $738,000 | -3.9% | 13,046 | 0.0% | 0.02% | -9.1% |
Q3 2019 | $768,000 | +5.5% | 13,046 | +2.6% | 0.02% | +4.8% |
Q2 2019 | $728,000 | +34.3% | 12,711 | +30.7% | 0.02% | +40.0% |
Q1 2019 | $542,000 | +20.4% | 9,722 | +17.1% | 0.02% | +15.4% |
Q4 2018 | $450,000 | -0.7% | 8,299 | 0.0% | 0.01% | +18.2% |
Q3 2018 | $453,000 | -0.2% | 8,299 | 0.0% | 0.01% | -47.6% |
Q2 2018 | $454,000 | – | 8,299 | – | 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% |