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 | $7,448 | +69.9% | 156 | +73.3% | 0.00% | – |
Q2 2023 | $4,384 | -8.0% | 90 | -7.2% | 0.00% | – |
Q1 2023 | $4,767 | -51.2% | 97 | -52.9% | 0.00% | – |
Q4 2022 | $9,767 | -30.2% | 206 | -29.7% | 0.00% | – |
Q3 2022 | $14,000 | -85.3% | 293 | -84.7% | 0.00% | -100.0% |
Q2 2022 | $95,000 | +13.1% | 1,914 | +18.9% | 0.00% | 0.0% |
Q1 2022 | $84,000 | +833.3% | 1,610 | +852.7% | 0.00% | – |
Q4 2021 | $9,000 | -10.0% | 169 | 0.0% | 0.00% | – |
Q3 2021 | $10,000 | -84.1% | 169 | -84.7% | 0.00% | -100.0% |
Q2 2021 | $63,000 | 0.0% | 1,101 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $63,000 | -57.1% | 1,101 | -56.2% | 0.00% | -57.1% |
Q4 2020 | $147,000 | +0.7% | 2,515 | 0.0% | 0.01% | -12.5% |
Q3 2020 | $146,000 | +2820.0% | 2,515 | +2758.0% | 0.01% | – |
Q2 2020 | $5,000 | -89.4% | 88 | -88.9% | 0.00% | -100.0% |
Q3 2019 | $47,000 | +422.2% | 794 | +412.3% | 0.00% | +300.0% |
Q2 2019 | $9,000 | +200.0% | 155 | +244.4% | 0.00% | – |
Q1 2019 | $3,000 | +50.0% | 45 | +2.3% | 0.00% | – |
Q4 2018 | $2,000 | -90.0% | 44 | -87.8% | 0.00% | -100.0% |
Q3 2018 | $20,000 | +400.0% | 360 | +429.4% | 0.00% | – |
Q2 2018 | $4,000 | -33.3% | 68 | -40.4% | 0.00% | -100.0% |
Q3 2016 | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | 0.0% | 114 | -0.9% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 114 | -5.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | – | 120 | – | 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% |