VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $491,364 | +1.3% | 10,273 | +3.6% | 0.32% | +0.6% |
Q2 2023 | $484,819 | -0.4% | 9,919 | -0.3% | 0.32% | -13.4% |
Q1 2023 | $486,871 | +17.1% | 9,952 | +13.5% | 0.37% | +17.6% |
Q4 2022 | $415,881 | +18.1% | 8,768 | +18.7% | 0.31% | -1.3% |
Q3 2022 | $352,000 | -30.3% | 7,385 | -27.5% | 0.32% | -15.7% |
Q2 2022 | $505,000 | -2.9% | 10,191 | +2.8% | 0.38% | +10.9% |
Q1 2022 | $520,000 | -6.6% | 9,911 | -2.6% | 0.34% | -7.7% |
Q4 2021 | $557,000 | +13.4% | 10,180 | +18.0% | 0.37% | +4.6% |
Q3 2021 | $491,000 | +7.0% | 8,624 | +7.2% | 0.35% | +10.4% |
Q2 2021 | $459,000 | -31.7% | 8,043 | -31.7% | 0.32% | -41.5% |
Q1 2021 | $672,000 | -2.6% | 11,773 | -0.2% | 0.54% | -11.0% |
Q4 2020 | $690,000 | -82.0% | 11,793 | -82.1% | 0.61% | -79.8% |
Q3 2020 | $3,841,000 | +29.3% | 66,020 | +25.0% | 3.02% | -2.5% |
Q2 2020 | $2,971,000 | -2.6% | 52,801 | -2.6% | 3.09% | -1.7% |
Q1 2020 | $3,049,000 | +9.2% | 54,201 | +9.9% | 3.15% | +1044.0% |
Q4 2019 | $2,791,000 | +514.8% | 49,335 | +522.8% | 0.28% | +461.2% |
Q3 2019 | $454,000 | 0.0% | 7,922 | -2.7% | 0.05% | -10.9% |
Q2 2019 | $454,000 | +45.0% | 8,140 | +45.0% | 0.06% | +44.7% |
Q1 2019 | $313,000 | -80.7% | 5,613 | -81.3% | 0.04% | -98.2% |
Q1 2015 | $1,621,000 | – | 29,967 | – | 2.11% | – |
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% |