VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681 | -62.1% | 14,245 | -61.3% | 0.03% | -60.5% |
| Q2 2023 | $1,799 | +34.6% | 36,798 | +34.6% | 0.09% | +28.4% |
| Q1 2023 | $1,337 | -2.6% | 27,340 | -5.5% | 0.07% | -10.7% |
| Q4 2022 | $1,372 | -99.9% | 28,924 | +13.1% | 0.08% | +8.7% |
| Q3 2022 | $1,221,000 | +34.3% | 25,577 | +39.4% | 0.07% | +40.8% |
| Q2 2022 | $909,000 | -39.9% | 18,350 | -36.4% | 0.05% | -29.0% |
| Q1 2022 | $1,512,000 | -4.7% | 28,835 | +0.2% | 0.07% | +1.5% |
| Q4 2021 | $1,587,000 | +5.1% | 28,773 | +8.5% | 0.07% | -5.6% |
| Q3 2021 | $1,510,000 | +12.4% | 26,509 | +12.7% | 0.07% | +14.3% |
| Q2 2021 | $1,343,000 | +176.9% | 23,527 | +177.4% | 0.06% | +133.3% |
| Q1 2021 | $485,000 | +50.2% | 8,482 | +53.5% | 0.03% | -3.6% |
| Q4 2020 | $323,000 | +0.9% | 5,525 | +0.5% | 0.03% | -9.7% |
| Q3 2020 | $320,000 | +3.6% | 5,499 | +2.6% | 0.03% | +6.9% |
| Q2 2020 | $309,000 | -12.7% | 5,359 | -14.7% | 0.03% | -31.0% |
| Q1 2020 | $354,000 | -29.1% | 6,284 | -28.8% | 0.04% | -4.5% |
| Q4 2019 | $499,000 | +50.3% | 8,824 | +56.4% | 0.04% | +37.5% |
| Q3 2019 | $332,000 | +3.1% | 5,641 | +0.2% | 0.03% | 0.0% |
| Q2 2019 | $322,000 | +43.1% | 5,628 | +36.6% | 0.03% | +23.1% |
| Q3 2018 | $225,000 | 0.0% | 4,120 | 0.0% | 0.03% | -7.1% |
| Q2 2018 | $225,000 | +0.9% | 4,120 | +1.0% | 0.03% | -3.4% |
| Q1 2018 | $223,000 | +0.5% | 4,080 | -0.0% | 0.03% | +7.4% |
| Q4 2017 | $222,000 | +8.8% | 4,082 | +9.3% | 0.03% | +3.8% |
| Q3 2017 | $204,000 | +1.0% | 3,733 | +0.6% | 0.03% | 0.0% |
| Q2 2017 | $202,000 | -13.3% | 3,709 | -13.7% | 0.03% | -18.8% |
| Q1 2017 | $233,000 | +10.4% | 4,300 | +10.5% | 0.03% | +3.2% |
| Q4 2016 | $211,000 | +5.5% | 3,892 | +9.0% | 0.03% | +3.3% |
| Q3 2016 | $200,000 | – | 3,571 | – | 0.03% | – |
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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% |