VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $142,553 | +519.8% | 2,914 | +526.7% | 0.02% | +350.0% |
| Q2 2022 | $23,000 | -4.2% | 465 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | +200.0% | 465 | +232.1% | 0.00% | +33.3% |
| Q4 2019 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $8,000 | -79.5% | 140 | -79.3% | 0.00% | -77.8% |
| Q2 2019 | $39,000 | 0.0% | 677 | -3.3% | 0.02% | +5.9% |
| Q1 2019 | $39,000 | -70.0% | 700 | -70.7% | 0.02% | -73.0% |
| Q4 2018 | $130,000 | +30.0% | 2,393 | +30.7% | 0.06% | +50.0% |
| Q3 2018 | $100,000 | +163.2% | 1,831 | +162.7% | 0.04% | +147.1% |
| Q2 2018 | $38,000 | +2.7% | 697 | +2.5% | 0.02% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 680 | +0.4% | 0.02% | +6.2% |
| Q4 2017 | $37,000 | 0.0% | 677 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $37,000 | +270.0% | 677 | +265.9% | 0.02% | +260.0% |
| Q2 2017 | $10,000 | +25.0% | 185 | +32.1% | 0.01% | +25.0% |
| Q1 2017 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $8,000 | – | 140 | – | 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% |