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 | $210,069 | -58.0% | 4,392 | -57.0% | 0.00% | -80.0% |
Q1 2023 | $499,816 | +8.5% | 10,217 | +5.2% | 0.01% | -28.6% |
Q4 2022 | $460,830 | -6.3% | 9,716 | -5.8% | 0.01% | -6.7% |
Q3 2022 | $492,000 | +113.9% | 10,313 | +147.2% | 0.02% | +50.0% |
Q4 2021 | $230,000 | -44.2% | 4,172 | -42.4% | 0.01% | -16.7% |
Q3 2021 | $412,000 | -58.3% | 7,238 | -58.2% | 0.01% | -60.0% |
Q2 2021 | $989,000 | +95.8% | 17,324 | +99.7% | 0.03% | +200.0% |
Q3 2020 | $505,000 | +6.1% | 8,677 | +7.3% | 0.01% | +150.0% |
Q3 2019 | $476,000 | -82.5% | 8,090 | -83.0% | 0.00% | -85.7% |
Q2 2019 | $2,726,000 | +141.9% | 47,573 | +135.5% | 0.03% | +180.0% |
Q1 2019 | $1,127,000 | -36.5% | 20,200 | -38.2% | 0.01% | -54.5% |
Q4 2018 | $1,774,000 | +71.6% | 32,705 | +72.5% | 0.02% | +214.3% |
Q3 2018 | $1,034,000 | +216.2% | 18,962 | +217.1% | 0.01% | +250.0% |
Q2 2018 | $327,000 | -56.3% | 5,980 | -56.3% | 0.00% | -50.0% |
Q1 2018 | $749,000 | +250.0% | 13,691 | +247.9% | 0.00% | -94.4% |
Q4 2016 | $214,000 | – | 3,935 | – | 0.07% | – |
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% |