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 | $4,318,000 | +25.2% | 90,270 | +28.0% | 0.27% | +41.1% |
| Q2 2023 | $3,448,000 | +214728.7% | 70,536 | +114.9% | 0.19% | +54.8% |
| Q1 2023 | $1,605 | -15.7% | 32,816 | -18.2% | 0.12% | +0.8% |
| Q4 2022 | $1,903 | -99.9% | 40,115 | +9.5% | 0.12% | -30.1% |
| Q3 2022 | $1,748,000 | -11.1% | 36,629 | -7.7% | 0.18% | -3.3% |
| Q2 2022 | $1,966,000 | +91.4% | 39,685 | +99.1% | 0.18% | +1.7% |
| Q1 2022 | $1,027,000 | -40.7% | 19,930 | -36.6% | 0.18% | +80.8% |
| Q4 2021 | $1,733,000 | -24.1% | 31,426 | -21.6% | 0.10% | -35.7% |
| Q3 2021 | $2,283,000 | +0.9% | 40,080 | +1.2% | 0.15% | +2.7% |
| Q2 2021 | $2,262,000 | -86.9% | 39,615 | -86.9% | 0.15% | -75.0% |
| Q1 2021 | $17,234,000 | +14.2% | 302,408 | +17.4% | 0.60% | -6.8% |
| Q4 2020 | $15,086,000 | +9.1% | 257,656 | +8.4% | 0.64% | -6.8% |
| Q3 2020 | $13,827,000 | +15.4% | 237,632 | +14.5% | 0.69% | +4.9% |
| Q2 2020 | $11,984,000 | +68.5% | 207,591 | +64.2% | 0.66% | +25.3% |
| Q1 2020 | $7,112,000 | +155.3% | 126,407 | +156.7% | 0.53% | +148.1% |
| Q4 2019 | $2,786,000 | +14.4% | 49,244 | +19.0% | 0.21% | +5.5% |
| Q3 2019 | $2,435,000 | +137.8% | 41,382 | +125.3% | 0.20% | +76.3% |
| Q1 2019 | $1,024,000 | +4.5% | 18,368 | +1.7% | 0.11% | -18.0% |
| Q4 2018 | $980,000 | -19.3% | 18,059 | -19.0% | 0.14% | -21.0% |
| Q3 2018 | $1,215,000 | +0.7% | 22,286 | +1.1% | 0.18% | -31.2% |
| Q2 2018 | $1,207,000 | -52.3% | 22,053 | -52.5% | 0.26% | -59.6% |
| Q1 2018 | $2,532,000 | +98.0% | 46,419 | +96.7% | 0.63% | +102.2% |
| Q4 2017 | $1,279,000 | +165.9% | 23,599 | +169.0% | 0.31% | +150.4% |
| Q3 2017 | $481,000 | -24.6% | 8,773 | -24.9% | 0.12% | -30.9% |
| Q2 2017 | $638,000 | +39.3% | 11,687 | +39.0% | 0.18% | +34.1% |
| Q1 2017 | $458,000 | -55.0% | 8,405 | -55.6% | 0.14% | -60.4% |
| Q4 2016 | $1,018,000 | – | 18,930 | – | 0.34% | – |
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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% |