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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,495,341 | -6.3% | 219,429 | -4.2% | 0.12% | -9.4% |
Q2 2023 | $11,199,655 | +2.3% | 229,125 | +2.4% | 0.13% | -7.3% |
Q1 2023 | $10,945,980 | +111.0% | 223,647 | +5.1% | 0.14% | -2.1% |
Q4 2022 | $5,188,322 | -50.9% | 212,868 | -3.9% | 0.14% | -19.5% |
Q3 2022 | $10,568,000 | -11.1% | 221,404 | -7.7% | 0.17% | -11.7% |
Q2 2022 | $11,888,000 | -32.7% | 239,972 | -28.7% | 0.20% | -30.6% |
Q1 2022 | $17,661,000 | -30.5% | 336,788 | -26.9% | 0.28% | -25.8% |
Q4 2021 | $25,416,000 | +87.9% | 460,773 | +94.0% | 0.38% | +14.7% |
Q3 2021 | $13,526,000 | +3.9% | 237,466 | +4.1% | 0.33% | -3.5% |
Q2 2021 | $13,020,000 | +4.7% | 228,007 | +4.7% | 0.35% | -6.5% |
Q1 2021 | $12,434,000 | +3.2% | 217,686 | +5.8% | 0.37% | -6.3% |
Q4 2020 | $12,050,000 | +55.7% | 205,799 | +54.7% | 0.40% | +46.8% |
Q3 2020 | $7,740,000 | -14.8% | 133,036 | -15.5% | 0.27% | -24.2% |
Q2 2020 | $9,084,000 | -37.7% | 157,351 | -39.3% | 0.36% | -49.4% |
Q1 2020 | $14,579,000 | +1.9% | 259,137 | +2.5% | 0.70% | +23.4% |
Q4 2019 | $14,303,000 | -5.4% | 252,806 | -2.1% | 0.57% | -15.3% |
Q3 2019 | $15,122,000 | +46.2% | 258,144 | +43.0% | 0.67% | +6.2% |
Q2 2019 | $10,340,000 | +10.9% | 180,459 | +7.9% | 0.63% | +5.1% |
Q1 2019 | $9,326,000 | +7.5% | 167,223 | +4.6% | 0.60% | +7.7% |
Q4 2018 | $8,676,000 | +65.1% | 159,935 | +66.0% | 0.56% | +38.4% |
Q3 2018 | $5,256,000 | +48.9% | 96,367 | +49.4% | 0.40% | +25.5% |
Q2 2018 | $3,530,000 | +73.5% | 64,508 | +73.4% | 0.32% | +38.8% |
Q1 2018 | $2,034,000 | +808.0% | 37,192 | +802.5% | 0.23% | +673.3% |
Q4 2017 | $224,000 | -99.9% | 4,121 | +42.3% | 0.03% | +11.1% |
Q2 2017 | $156,654,000 | – | 2,896 | – | 0.03% | – |
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% |