VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227,728 | -57.0% | 4,801 | -56.7% | 0.03% | -55.9% |
| Q3 2022 | $529,000 | -17.0% | 11,087 | -13.8% | 0.06% | -11.9% |
| Q2 2022 | $637,000 | -41.1% | 12,863 | -37.6% | 0.07% | -34.3% |
| Q1 2022 | $1,081,000 | -50.8% | 20,612 | -48.2% | 0.10% | -49.5% |
| Q4 2021 | $2,197,000 | -17.8% | 39,821 | -15.1% | 0.20% | -19.2% |
| Q3 2021 | $2,672,000 | -1.8% | 46,907 | -1.6% | 0.25% | -2.0% |
| Q2 2021 | $2,722,000 | -11.3% | 47,670 | -11.3% | 0.26% | -20.3% |
| Q1 2021 | $3,070,000 | -7.2% | 53,750 | -4.8% | 0.32% | -14.9% |
| Q4 2020 | $3,307,000 | -18.8% | 56,481 | -19.4% | 0.38% | -32.5% |
| Q3 2020 | $4,075,000 | -14.6% | 70,039 | -15.3% | 0.56% | -20.8% |
| Q2 2020 | $4,772,000 | -20.8% | 82,667 | -22.8% | 0.70% | -33.3% |
| Q1 2020 | $6,025,000 | -14.8% | 107,089 | -14.3% | 1.05% | -11.4% |
| Q4 2019 | $7,070,000 | -6.0% | 124,952 | -2.3% | 1.19% | -12.7% |
| Q3 2019 | $7,521,000 | +1.7% | 127,845 | -0.9% | 1.36% | -0.9% |
| Q2 2019 | $7,392,000 | -3.7% | 129,012 | -6.3% | 1.38% | -8.1% |
| Q1 2019 | $7,676,000 | -8.5% | 137,628 | -11.0% | 1.50% | -21.9% |
| Q4 2018 | $8,386,000 | +38.2% | 154,587 | +39.0% | 1.92% | +39.1% |
| Q3 2018 | $6,067,000 | -1.3% | 111,239 | -1.0% | 1.38% | -16.5% |
| Q2 2018 | $6,148,000 | +2.5% | 112,380 | +2.6% | 1.65% | -4.4% |
| Q1 2018 | $5,997,000 | +1.1% | 109,580 | +0.4% | 1.73% | +10.9% |
| Q4 2017 | $5,933,000 | +8.6% | 109,125 | +9.1% | 1.56% | +2.2% |
| Q3 2017 | $5,462,000 | +9.8% | 100,057 | +9.3% | 1.52% | +2.8% |
| Q2 2017 | $4,975,000 | +7.7% | 91,512 | +7.3% | 1.48% | +3.9% |
| Q1 2017 | $4,618,000 | – | 85,310 | – | 1.43% | – |
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% |