VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $879,737 | -77.5% | 18,393 | -77.0% | 0.00% | -100.0% |
| Q2 2023 | $3,908,738 | +259444.4% | 79,966 | +159.7% | 0.00% | +100.0% |
| Q1 2023 | $1,506 | +73.5% | 30,786 | +68.2% | 0.00% | – |
| Q4 2022 | $868 | -100.0% | 18,306 | -73.2% | 0.00% | -100.0% |
| Q3 2022 | $3,260,000 | -43.0% | 68,311 | -40.8% | 0.00% | -50.0% |
| Q2 2022 | $5,720,000 | +48.4% | 115,453 | +57.1% | 0.00% | +100.0% |
| Q1 2022 | $3,855,000 | +22.9% | 73,508 | +33.5% | 0.00% | 0.0% |
| Q3 2021 | $3,137,000 | -59.6% | 55,076 | -58.5% | 0.00% | -66.7% |
| Q4 2020 | $7,768,000 | +14.3% | 132,665 | +13.6% | 0.01% | -25.0% |
| Q3 2020 | $6,794,000 | +119.9% | 116,760 | +118.2% | 0.01% | +100.0% |
| Q2 2020 | $3,089,000 | +50.2% | 53,509 | +47.3% | 0.00% | +33.3% |
| Q4 2019 | $2,056,000 | -60.7% | 36,338 | -59.2% | 0.00% | -62.5% |
| Q3 2019 | $5,234,000 | +418.7% | 88,982 | +405.5% | 0.01% | +300.0% |
| Q2 2019 | $1,009,000 | -69.0% | 17,602 | -69.8% | 0.00% | -60.0% |
| Q1 2019 | $3,254,000 | +11.8% | 58,354 | +8.7% | 0.01% | 0.0% |
| Q4 2018 | $2,911,000 | -24.4% | 53,665 | -23.8% | 0.01% | 0.0% |
| Q2 2018 | $3,852,000 | -3.8% | 70,412 | -3.8% | 0.01% | 0.0% |
| Q1 2018 | $4,006,000 | -57.5% | 73,189 | -57.8% | 0.01% | -61.5% |
| Q4 2017 | $9,425,000 | +69.6% | 173,346 | +70.3% | 0.01% | +62.5% |
| Q3 2017 | $5,556,000 | -17.1% | 101,769 | -17.5% | 0.01% | -33.3% |
| Q2 2017 | $6,704,000 | +50.4% | 123,320 | +49.8% | 0.01% | +50.0% |
| Q1 2017 | $4,457,000 | +4.4% | 82,338 | +4.7% | 0.01% | -11.1% |
| Q4 2016 | $4,269,000 | -31.1% | 78,638 | -28.9% | 0.01% | -10.0% |
| Q3 2016 | $6,200,000 | +182.8% | 110,636 | +181.1% | 0.01% | +100.0% |
| Q2 2016 | $2,192,000 | -59.6% | 39,352 | -60.4% | 0.01% | -64.3% |
| Q1 2016 | $5,426,000 | +87.5% | 99,484 | +81.8% | 0.01% | +133.3% |
| Q4 2015 | $2,894,000 | +4.3% | 54,734 | +4.4% | 0.01% | +20.0% |
| Q3 2015 | $2,776,000 | +21.6% | 52,447 | +24.3% | 0.01% | +25.0% |
| Q1 2015 | $2,282,000 | +38.6% | 42,183 | +36.1% | 0.00% | +33.3% |
| Q4 2014 | $1,647,000 | +72.3% | 31,003 | +69.1% | 0.00% | +50.0% |
| Q3 2014 | $956,000 | – | 18,338 | – | 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% |