Baltimore-Washington Financial Advisors, Inc. - VANGUARD CHARLOTTE FDS ownership

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
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q1 2022$213,000
+0.5%
3,7300.0%0.02%
+5.0%
Q2 2021$212,000
-0.5%
3,7300.0%0.02%
-9.1%
Q1 2021$213,000
-2.7%
3,730
-0.5%
0.02%
-8.3%
Q4 2020$219,000
+0.9%
3,748
+0.5%
0.02%
-14.3%
Q3 2020$217,000
-84.4%
3,730
-85.4%
0.03%
-90.4%
Q4 2017$1,393,000
-42.4%
25,629
-42.2%
0.29%
-46.7%
Q3 2017$2,420,000
-14.6%
44,328
-15.0%
0.55%
-19.2%
Q2 2017$2,833,000
-10.5%
52,122
-10.8%
0.68%
-15.4%
Q1 2017$3,164,000
-2.0%
58,460
-1.7%
0.80%
-8.8%
Q4 2016$3,227,000
+21.8%
59,444
+25.7%
0.88%
+17.1%
Q3 2016$2,650,000
+2.0%
47,287
+1.3%
0.75%
-2.5%
Q2 2016$2,599,000
-1.1%
46,662
-3.2%
0.77%
-3.0%
Q1 2016$2,629,000
+19.7%
48,217
+16.1%
0.80%
+16.0%
Q4 2015$2,197,00041,5470.69%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders