VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $80,000 | -8.0% | 1,518 | -4.0% | 0.02% | -4.2% |
| Q4 2021 | $87,000 | -96.5% | 1,581 | -96.4% | 0.02% | -96.8% |
| Q3 2021 | $2,508,000 | +0.2% | 44,039 | +0.5% | 0.76% | +8.6% |
| Q2 2021 | $2,502,000 | +1.9% | 43,820 | +1.9% | 0.70% | -6.5% |
| Q1 2021 | $2,456,000 | -58.9% | 42,992 | -57.9% | 0.74% | -59.5% |
| Q4 2020 | $5,972,000 | +23.4% | 102,005 | +21.7% | 1.84% | -6.5% |
| Q2 2020 | $4,839,000 | +4182.3% | 83,837 | +4038.1% | 1.96% | +2589.0% |
| Q1 2020 | $113,000 | +48.7% | 2,026 | +50.3% | 0.07% | +135.5% |
| Q4 2019 | $76,000 | -3.8% | 1,348 | 0.0% | 0.03% | -24.4% |
| Q3 2019 | $79,000 | +2.6% | 1,348 | 0.0% | 0.04% | -4.7% |
| Q2 2019 | $77,000 | -74.6% | 1,348 | -75.2% | 0.04% | -79.1% |
| Q1 2019 | $303,000 | -35.9% | 5,442 | -37.6% | 0.21% | -39.9% |
| Q4 2018 | $473,000 | +5812.5% | 8,721 | +5714.0% | 0.34% | +11333.3% |
| Q1 2018 | $8,000 | -91.2% | 150 | -91.0% | 0.00% | -92.7% |
| Q3 2017 | $91,000 | +1.1% | 1,664 | 0.0% | 0.04% | +2.5% |
| Q2 2017 | $90,000 | – | 1,664 | – | 0.04% | – |
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% |