VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $273 | -99.9% | 5,762 | +0.2% | 0.03% | -12.1% |
Q3 2022 | $274,000 | -46.5% | 5,749 | -44.4% | 0.03% | -42.1% |
Q2 2022 | $512,000 | -18.5% | 10,336 | -11.4% | 0.06% | +83.9% |
Q1 2022 | $628,000 | +92.6% | 11,666 | +97.2% | 0.03% | -3.1% |
Q4 2021 | $326,000 | +0.9% | 5,917 | +4.2% | 0.03% | -13.5% |
Q3 2021 | $323,000 | -10.5% | 5,676 | -10.2% | 0.04% | -28.8% |
Q2 2021 | $361,000 | 0.0% | 6,324 | 0.0% | 0.05% | -20.0% |
Q1 2021 | $361,000 | -6.5% | 6,324 | -4.2% | 0.06% | -14.5% |
Q4 2020 | $386,000 | +3.8% | 6,601 | +3.3% | 0.08% | -16.5% |
Q3 2020 | $372,000 | +1.1% | 6,390 | +0.3% | 0.09% | -19.5% |
Q2 2020 | $368,000 | 0.0% | 6,370 | -2.7% | 0.11% | -13.7% |
Q1 2020 | $368,000 | -1.6% | 6,550 | -0.9% | 0.13% | +27.2% |
Q4 2019 | $374,000 | +29.9% | 6,611 | +35.0% | 0.10% | +10.8% |
Q3 2019 | $288,000 | +7.9% | 4,897 | +5.0% | 0.09% | +17.7% |
Q2 2019 | $267,000 | +5.5% | 4,662 | +2.9% | 0.08% | +3.9% |
Q1 2019 | $253,000 | +22.8% | 4,531 | +19.6% | 0.08% | +20.6% |
Q4 2018 | $206,000 | – | 3,790 | – | 0.06% | – |
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% |