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 | $1,842,837 | +9.8% | 38,529 | +12.2% | 1.56% | +14.9% |
Q2 2023 | $1,678,582 | +0.3% | 34,341 | +0.3% | 1.36% | -0.1% |
Q1 2023 | $1,674,330 | +67.3% | 34,226 | +62.2% | 1.36% | +69.7% |
Q4 2022 | $1,000,815 | -38.9% | 21,101 | -38.5% | 0.80% | -43.7% |
Q3 2022 | $1,638,000 | +36.3% | 34,316 | +41.4% | 1.42% | +42.3% |
Q2 2022 | $1,202,000 | -24.0% | 24,263 | -19.5% | 1.00% | -11.9% |
Q1 2022 | $1,581,000 | -13.9% | 30,153 | -9.4% | 1.14% | -7.8% |
Q4 2021 | $1,836,000 | -22.9% | 33,290 | -20.3% | 1.23% | -17.6% |
Q3 2021 | $2,381,000 | -3.6% | 41,793 | -3.4% | 1.50% | +4.5% |
Q2 2021 | $2,471,000 | -6.5% | 43,270 | -6.4% | 1.43% | -17.4% |
Q1 2021 | $2,642,000 | -5.6% | 46,251 | -3.3% | 1.73% | -13.0% |
Q4 2020 | $2,799,000 | -6.6% | 47,808 | -7.2% | 1.99% | -12.4% |
Q3 2020 | $2,996,000 | -81.1% | 51,490 | -81.3% | 2.27% | -80.8% |
Q2 2020 | $15,859,000 | +1.4% | 274,712 | -1.2% | 11.86% | -12.8% |
Q1 2020 | $15,644,000 | -22.6% | 278,064 | -22.2% | 13.61% | +17.5% |
Q4 2019 | $20,211,000 | -3.5% | 357,202 | +0.4% | 11.58% | -5.4% |
Q3 2019 | $20,937,000 | +2.4% | 355,881 | -0.3% | 12.25% | +1.9% |
Q2 2019 | $20,446,000 | +3.6% | 356,826 | +0.9% | 12.02% | -7.8% |
Q1 2019 | $19,727,000 | +1.7% | 353,717 | -1.0% | 13.04% | -9.9% |
Q4 2018 | $19,389,000 | +5.8% | 357,410 | +6.4% | 14.46% | +1.1% |
Q3 2018 | $18,323,000 | – | 335,959 | – | 14.31% | – |
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% |