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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,518,445 | -0.8% | 52,654 | +1.4% | 0.42% | +2.0% |
| Q2 2023 | $2,537,588 | +1.4% | 51,915 | +1.5% | 0.41% | -7.7% |
| Q1 2023 | $2,502,481 | +5.4% | 51,155 | +2.2% | 0.44% | -2.8% |
| Q4 2022 | $2,375,047 | -1.5% | 50,075 | -0.8% | 0.46% | -10.0% |
| Q3 2022 | $2,410,000 | -1.7% | 50,482 | +2.0% | 0.51% | -2.5% |
| Q2 2022 | $2,452,000 | +2.2% | 49,499 | +8.2% | 0.52% | +15.5% |
| Q1 2022 | $2,400,000 | -2.9% | 45,759 | +2.2% | 0.45% | -5.5% |
| Q4 2021 | $2,471,000 | +2.8% | 44,793 | +6.2% | 0.48% | -3.0% |
| Q3 2021 | $2,403,000 | +5.0% | 42,181 | +5.2% | 0.49% | -4.5% |
| Q2 2021 | $2,289,000 | +8.9% | 40,084 | +9.0% | 0.52% | +0.4% |
| Q1 2021 | $2,101,000 | -11.2% | 36,774 | -21.6% | 0.51% | -14.1% |
| Q4 2020 | $2,367,000 | +24.1% | 46,887 | +43.1% | 0.60% | -13.1% |
| Q3 2020 | $1,907,000 | +3.2% | 32,773 | +2.5% | 0.69% | -3.8% |
| Q2 2020 | $1,847,000 | +0.8% | 31,987 | -1.7% | 0.71% | -16.0% |
| Q1 2020 | $1,832,000 | -0.5% | 32,550 | +0.0% | 0.85% | +27.1% |
| Q4 2019 | $1,842,000 | -1.9% | 32,541 | +2.0% | 0.67% | -8.4% |
| Q3 2019 | $1,878,000 | +5.8% | 31,907 | +3.0% | 0.73% | +3.8% |
| Q2 2019 | $1,775,000 | +6.7% | 30,964 | +3.8% | 0.70% | +1.4% |
| Q1 2019 | $1,664,000 | -0.5% | 29,829 | -3.2% | 0.69% | -17.2% |
| Q4 2018 | $1,673,000 | -0.1% | 30,823 | +0.4% | 0.84% | +13.3% |
| Q3 2018 | $1,675,000 | +5.7% | 30,703 | +6.0% | 0.74% | +1.1% |
| Q2 2018 | $1,585,000 | +3.4% | 28,956 | +3.4% | 0.73% | -0.1% |
| Q1 2018 | $1,533,000 | +4.2% | 27,998 | +3.5% | 0.73% | -0.9% |
| Q4 2017 | $1,471,000 | +5.2% | 27,053 | +5.7% | 0.74% | 0.0% |
| Q3 2017 | $1,398,000 | +2.9% | 25,596 | +2.5% | 0.74% | -1.7% |
| Q2 2017 | $1,358,000 | +4.4% | 24,967 | +3.9% | 0.75% | 0.0% |
| Q1 2017 | $1,301,000 | +3.7% | 24,021 | +4.0% | 0.75% | -1.6% |
| Q4 2016 | $1,255,000 | -1.8% | 23,106 | +1.3% | 0.76% | -8.1% |
| Q3 2016 | $1,278,000 | +8.0% | 22,800 | +7.4% | 0.83% | +0.6% |
| Q2 2016 | $1,183,000 | +0.1% | 21,222 | -2.1% | 0.83% | -6.7% |
| Q1 2016 | $1,182,000 | -0.3% | 21,670 | -3.3% | 0.88% | -8.6% |
| Q4 2015 | $1,185,000 | +8.8% | 22,404 | +8.9% | 0.97% | +9.3% |
| Q3 2015 | $1,089,000 | +36.1% | 20,573 | +34.7% | 0.89% | +47.9% |
| Q2 2015 | $800,000 | – | 15,273 | – | 0.60% | – |
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% |