VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $205,198 | -32.5% | 4,198 | -23.9% | 0.02% | -50.0% |
Q4 2021 | $304,000 | -3.5% | 5,519 | -0.2% | 0.04% | -16.7% |
Q3 2021 | $315,000 | -1.3% | 5,532 | -0.8% | 0.05% | -9.4% |
Q2 2021 | $319,000 | -3.9% | 5,579 | -4.1% | 0.05% | -30.3% |
Q1 2021 | $332,000 | -30.1% | 5,817 | -28.2% | 0.08% | -39.2% |
Q4 2020 | $475,000 | +4.9% | 8,106 | +4.2% | 0.12% | -11.3% |
Q3 2020 | $453,000 | +4.9% | 7,778 | +4.0% | 0.14% | -7.8% |
Q2 2020 | $432,000 | +5.4% | 7,477 | +2.7% | 0.15% | -12.6% |
Q1 2020 | $410,000 | +26.2% | 7,280 | +26.7% | 0.18% | +56.2% |
Q4 2019 | $325,000 | -0.6% | 5,745 | +2.9% | 0.11% | -5.1% |
Q3 2019 | $327,000 | +11.2% | 5,582 | +8.7% | 0.12% | -39.2% |
Q2 2019 | $294,000 | +3.2% | 5,136 | +0.4% | 0.19% | -0.5% |
Q1 2019 | $285,000 | +7.5% | 5,113 | +4.8% | 0.20% | -8.0% |
Q4 2018 | $265,000 | – | 4,879 | – | 0.21% | – |
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% |