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 | $819 | -2.2% | 17,118 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $837 | -2.3% | 17,118 | -2.3% | 0.09% | -5.4% |
Q1 2023 | $857 | -1.9% | 17,518 | -4.9% | 0.09% | -3.1% |
Q4 2022 | $874 | -99.9% | 18,427 | 0.0% | 0.10% | +2.1% |
Q3 2022 | $880,000 | -3.6% | 18,427 | 0.0% | 0.09% | -22.3% |
Q2 2022 | $913,000 | -5.5% | 18,427 | 0.0% | 0.12% | +22.2% |
Q1 2022 | $966,000 | +3.4% | 18,427 | +8.9% | 0.10% | +30.3% |
Q4 2021 | $934,000 | -3.1% | 16,927 | 0.0% | 0.08% | -5.0% |
Q3 2021 | $964,000 | -0.3% | 16,927 | 0.0% | 0.08% | -3.6% |
Q2 2021 | $967,000 | 0.0% | 16,927 | 0.0% | 0.08% | +7.8% |
Q1 2021 | $967,000 | -2.4% | 16,927 | 0.0% | 0.08% | -10.5% |
Q4 2020 | $991,000 | +0.6% | 16,927 | 0.0% | 0.09% | -51.1% |
Q3 2020 | $985,000 | +101.4% | 16,927 | +100.0% | 0.18% | +89.2% |
Q2 2020 | $489,000 | – | 8,464 | – | 0.09% | – |
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% |