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 | $529,383 | -2.1% | 11,068 | 0.0% | 0.23% | +2.2% |
Q2 2023 | $541,004 | -8.6% | 11,068 | -8.5% | 0.23% | +11.2% |
Q1 2023 | $591,835 | -4.9% | 12,098 | -7.8% | 0.21% | -5.1% |
Q4 2022 | $622,187 | -8.0% | 13,118 | -7.4% | 0.22% | -23.9% |
Q3 2022 | $676,000 | -10.0% | 14,164 | -6.5% | 0.28% | -19.0% |
Q2 2022 | $751,000 | -11.2% | 15,154 | -6.1% | 0.35% | +8.3% |
Q1 2022 | $846,000 | -4.9% | 16,136 | 0.0% | 0.32% | +5.2% |
Q4 2021 | $890,000 | -3.2% | 16,136 | 0.0% | 0.31% | -7.2% |
Q3 2021 | $919,000 | -0.2% | 16,136 | 0.0% | 0.33% | +0.3% |
Q2 2021 | $921,000 | -0.1% | 16,136 | 0.0% | 0.33% | -11.2% |
Q1 2021 | $922,000 | -2.4% | 16,136 | 0.0% | 0.37% | -8.3% |
Q4 2020 | $945,000 | +0.6% | 16,136 | 0.0% | 0.41% | -8.5% |
Q3 2020 | $939,000 | -2.0% | 16,136 | -2.7% | 0.45% | -8.4% |
Q2 2020 | $958,000 | +2.7% | 16,592 | 0.0% | 0.49% | -12.1% |
Q1 2020 | $933,000 | -1.1% | 16,592 | -0.5% | 0.55% | +33.2% |
Q4 2019 | $943,000 | -3.4% | 16,674 | +0.5% | 0.42% | -2.1% |
Q3 2019 | $976,000 | -8.2% | 16,592 | -10.6% | 0.42% | -11.1% |
Q2 2019 | $1,063,000 | -0.9% | 18,557 | -3.5% | 0.48% | -2.4% |
Q1 2019 | $1,073,000 | +2.8% | 19,236 | 0.0% | 0.49% | -21.7% |
Q4 2018 | $1,044,000 | -0.5% | 19,236 | 0.0% | 0.63% | +4.9% |
Q3 2018 | $1,049,000 | -0.3% | 19,236 | 0.0% | 0.60% | +12.0% |
Q2 2018 | $1,052,000 | -0.1% | 19,236 | 0.0% | 0.53% | -4.5% |
Q1 2018 | $1,053,000 | +0.7% | 19,236 | 0.0% | 0.56% | +4.3% |
Q4 2017 | $1,046,000 | -0.4% | 19,236 | 0.0% | 0.54% | -6.5% |
Q3 2017 | $1,050,000 | +1.4% | 19,236 | +0.9% | 0.57% | -6.1% |
Q2 2017 | $1,036,000 | +1.9% | 19,055 | +1.5% | 0.61% | -6.0% |
Q1 2017 | $1,017,000 | -0.3% | 18,780 | 0.0% | 0.65% | -12.6% |
Q4 2016 | $1,020,000 | -3.0% | 18,780 | 0.0% | 0.74% | -20.9% |
Q3 2016 | $1,052,000 | +0.6% | 18,780 | 0.0% | 0.94% | +17.1% |
Q2 2016 | $1,046,000 | +2.1% | 18,780 | 0.0% | 0.80% | +13.6% |
Q1 2016 | $1,024,000 | -3.6% | 18,780 | -6.5% | 0.70% | -6.8% |
Q4 2015 | $1,062,000 | -0.1% | 20,080 | 0.0% | 0.76% | -18.4% |
Q3 2015 | $1,063,000 | – | 20,080 | – | 0.92% | – |
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% |