VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $93,604 | -2.1% | 1,957 | 0.0% | 0.02% | -8.3% |
Q2 2023 | $95,659 | -0.1% | 1,957 | 0.0% | 0.02% | -4.0% |
Q1 2023 | $95,737 | +3.1% | 1,957 | 0.0% | 0.02% | -7.4% |
Q4 2022 | $92,821 | +614.0% | 1,957 | +747.2% | 0.03% | +800.0% |
Q3 2021 | $13,000 | -43.5% | 231 | -42.8% | 0.00% | -57.1% |
Q2 2020 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | -30.0% |
Q1 2020 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | +25.0% |
Q4 2019 | $23,000 | -4.2% | 404 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $24,000 | +4.3% | 404 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $23,000 | 0.0% | 404 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $23,000 | – | 404 | – | 0.01% | – |
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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% |