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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $213,000 | +0.5% | 3,730 | 0.0% | 0.02% | +5.0% |
Q2 2021 | $212,000 | -0.5% | 3,730 | 0.0% | 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 | $2,197,000 | – | 41,547 | – | 0.69% | – |
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% |