VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,966,384 | +61.2% | 41,112 | +64.8% | 0.18% | +72.1% |
Q2 2023 | $1,219,540 | +3.8% | 24,950 | +3.9% | 0.10% | -2.8% |
Q1 2023 | $1,174,626 | +14.7% | 24,011 | +11.2% | 0.11% | +5.9% |
Q4 2022 | $1,023,718 | -7.1% | 21,584 | -6.5% | 0.10% | -8.2% |
Q3 2022 | $1,102,000 | +1.4% | 23,079 | +5.1% | 0.11% | +2.8% |
Q2 2022 | $1,087,000 | -4.4% | 21,949 | +1.2% | 0.11% | +50.7% |
Q1 2022 | $1,137,000 | -8.6% | 21,683 | -3.9% | 0.07% | -7.8% |
Q4 2021 | $1,244,000 | +682.4% | 22,555 | +707.6% | 0.08% | +600.0% |
Q3 2021 | $159,000 | +7.4% | 2,793 | +7.5% | 0.01% | +10.0% |
Q2 2021 | $148,000 | +11.3% | 2,597 | +11.8% | 0.01% | +11.1% |
Q1 2021 | $133,000 | +31.7% | 2,322 | +34.1% | 0.01% | +12.5% |
Q4 2020 | $101,000 | +8.6% | 1,731 | +7.7% | 0.01% | 0.0% |
Q3 2020 | $93,000 | 0.0% | 1,607 | 0.0% | 0.01% | +14.3% |
Q2 2020 | $93,000 | +2.2% | 1,607 | -0.1% | 0.01% | -12.5% |
Q1 2020 | $91,000 | -13.3% | 1,609 | -12.9% | 0.01% | -11.1% |
Q4 2019 | $105,000 | -49.5% | 1,848 | -47.7% | 0.01% | -52.6% |
Q3 2019 | $208,000 | -18.8% | 3,533 | -20.9% | 0.02% | -32.1% |
Q2 2019 | $256,000 | +8.9% | 4,466 | +6.1% | 0.03% | -3.4% |
Q1 2019 | $235,000 | +3.1% | 4,211 | +0.0% | 0.03% | -9.4% |
Q4 2018 | $228,000 | -6.9% | 4,210 | -6.2% | 0.03% | +3.2% |
Q3 2018 | $245,000 | +52.2% | 4,487 | +52.9% | 0.03% | +40.9% |
Q2 2018 | $161,000 | 0.0% | 2,935 | -0.1% | 0.02% | 0.0% |
Q1 2018 | $161,000 | +519.2% | 2,938 | +514.6% | 0.02% | +450.0% |
Q4 2017 | $26,000 | – | 478 | – | 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% |