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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,940 | -59.6% | 166 | -58.7% | 0.00% | -50.0% |
| Q2 2023 | $19,650 | +14.8% | 402 | +14.9% | 0.00% | 0.0% |
| Q1 2023 | $17,122 | +2.3% | 350 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $16,743 | -1.5% | 353 | -1.9% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | +21.4% | 360 | +30.0% | 0.00% | +100.0% |
| Q2 2022 | $14,000 | -17.6% | 277 | -16.1% | 0.00% | -50.0% |
| Q1 2022 | $17,000 | -77.6% | 330 | -75.2% | 0.00% | -75.0% |
| Q3 2021 | $76,000 | -5.0% | 1,330 | -5.0% | 0.01% | 0.0% |
| Q2 2021 | $80,000 | -33.3% | 1,400 | -33.3% | 0.01% | -42.9% |
| Q1 2021 | $120,000 | -13.0% | 2,098 | -10.7% | 0.01% | -12.5% |
| Q4 2020 | $138,000 | +16.9% | 2,350 | +16.3% | 0.02% | 0.0% |
| Q3 2020 | $118,000 | +2.6% | 2,020 | +1.3% | 0.02% | 0.0% |
| Q2 2020 | $115,000 | +10.6% | 1,994 | +8.3% | 0.02% | -5.9% |
| Q1 2020 | $104,000 | +126.1% | 1,842 | +125.7% | 0.02% | +142.9% |
| Q4 2019 | $46,000 | +4.5% | 816 | +10.0% | 0.01% | 0.0% |
| Q3 2019 | $44,000 | +7.3% | 742 | +2.8% | 0.01% | 0.0% |
| Q2 2019 | $41,000 | -10.9% | 722 | -12.8% | 0.01% | -12.5% |
| Q1 2019 | $46,000 | +27.8% | 828 | +24.9% | 0.01% | +14.3% |
| Q4 2018 | $36,000 | -14.3% | 663 | -14.8% | 0.01% | 0.0% |
| Q3 2018 | $42,000 | +250.0% | 778 | +261.9% | 0.01% | +250.0% |
| Q2 2018 | $12,000 | 0.0% | 215 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | +9.1% | 219 | +7.9% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | +1000.0% | 203 | +1253.3% | 0.00% | – |
| Q3 2017 | $1,000 | -95.0% | 15 | -96.0% | 0.00% | -100.0% |
| Q2 2017 | $20,000 | -45.9% | 372 | -45.4% | 0.00% | -50.0% |
| Q1 2017 | $37,000 | +76.2% | 681 | +78.7% | 0.01% | +60.0% |
| Q3 2016 | $21,000 | -4.5% | 381 | -3.1% | 0.01% | 0.0% |
| Q2 2016 | $22,000 | +83.3% | 393 | +85.4% | 0.01% | +66.7% |
| Q1 2016 | $12,000 | – | 212 | – | 0.00% | – |
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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% |