VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $653,573 | -1.9% | 13,665 | +0.3% | 0.08% | +6.7% |
Q2 2023 | $665,993 | -5.4% | 13,625 | -5.4% | 0.08% | -6.2% |
Q1 2023 | $704,293 | -0.9% | 14,397 | -3.9% | 0.08% | 0.0% |
Q4 2022 | $710,659 | -99.9% | 14,983 | -6.2% | 0.08% | -9.1% |
Q3 2022 | $762,188,000 | -5.4% | 15,969 | -1.8% | 0.09% | +2.3% |
Q2 2022 | $805,483,000 | +89002.1% | 16,259 | -5.7% | 0.09% | +6.2% |
Q1 2022 | $904,000 | -7.5% | 17,237 | -2.7% | 0.08% | +12.5% |
Q4 2021 | $977,000 | -3.5% | 17,714 | -0.3% | 0.07% | -6.5% |
Q3 2021 | $1,012,000 | +3.7% | 17,772 | +4.0% | 0.08% | +5.5% |
Q2 2021 | $976,000 | -0.2% | 17,084 | -0.2% | 0.07% | -3.9% |
Q1 2021 | $978,000 | -8.0% | 17,119 | -5.7% | 0.08% | -35.0% |
Q4 2020 | $1,063,000 | -4.2% | 18,162 | -4.8% | 0.12% | -3.3% |
Q3 2020 | $1,110,000 | -9.6% | 19,071 | -10.3% | 0.12% | -9.7% |
Q2 2020 | $1,228,000 | -11.7% | 21,264 | -12.1% | 0.13% | +8.9% |
Q1 2020 | $1,391,000 | -0.2% | 24,186 | -1.9% | 0.12% | 0.0% |
Q4 2019 | $1,394,000 | -7.6% | 24,644 | -3.9% | 0.12% | -6.1% |
Q3 2019 | $1,508,000 | -60.1% | 25,636 | -61.1% | 0.13% | -58.5% |
Q2 2019 | $3,775,000 | -5.9% | 65,874 | -8.4% | 0.32% | -1.9% |
Q1 2019 | $4,013,000 | +48.0% | 71,950 | +43.9% | 0.32% | +52.6% |
Q4 2018 | $2,712,000 | -15.7% | 49,983 | -15.1% | 0.21% | +4.5% |
Q3 2018 | $3,218,000 | -0.8% | 58,841 | -0.8% | 0.20% | +3.6% |
Q2 2018 | $3,244,000 | -1.4% | 59,290 | -1.4% | 0.20% | +16.1% |
Q1 2018 | $3,290,000 | +1545.0% | 60,111 | +1572.5% | 0.17% | +1100.0% |
Q2 2016 | $200,000 | -0.5% | 3,594 | -2.6% | 0.01% | -6.7% |
Q1 2016 | $201,000 | – | 3,691 | – | 0.02% | – |
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% |