VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,000 | 0.0% | 74 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 73 | +4.3% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 70 | +11.1% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +33.3% | 62 | +12.7% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | +50.0% | 55 | +34.1% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 41 | +13.9% | 0.00% | -100.0% |
| Q2 2020 | $2,000 | 0.0% | 36 | +2.9% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 35 | +2.9% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 34 | +21.4% | 0.00% | -100.0% |
| Q3 2019 | $2,000 | +100.0% | 28 | +7.7% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 26 | +13.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 23 | +21.1% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 19 | +18.8% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 16 | +23.1% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 13 | +18.2% | 0.00% | – |
| Q4 2017 | $1,000 | – | 11 | +37.5% | 0.00% | – |
| Q3 2017 | $0 | – | 8 | +60.0% | 0.00% | – |
| Q2 2017 | $0 | – | 5 | +25.0% | 0.00% | – |
| Q1 2017 | $0 | – | 4 | – | 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% |