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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $368,000 | -27.3% | 7,438 | -22.9% | 0.08% | -12.6% |
| Q1 2022 | $506,000 | +23.4% | 9,642 | +29.6% | 0.09% | +20.8% |
| Q4 2021 | $410,000 | -3.3% | 7,438 | 0.0% | 0.07% | +5.9% |
| Q3 2021 | $424,000 | -5.4% | 7,438 | -5.2% | 0.07% | -4.2% |
| Q2 2021 | $448,000 | +6.2% | 7,845 | +5.5% | 0.07% | -4.1% |
| Q1 2021 | $422,000 | -4.3% | 7,438 | -1.3% | 0.07% | +8.8% |
| Q4 2020 | $441,000 | +1.8% | 7,537 | +1.3% | 0.07% | -19.0% |
| Q3 2020 | $433,000 | +0.9% | 7,438 | 0.0% | 0.08% | -4.5% |
| Q2 2020 | $429,000 | +2.6% | 7,438 | 0.0% | 0.09% | -17.0% |
| Q1 2020 | $418,000 | -0.7% | 7,438 | 0.0% | 0.11% | +16.5% |
| Q4 2019 | $421,000 | +879.1% | 7,438 | +871.0% | 0.09% | +727.3% |
| Q1 2019 | $43,000 | -64.2% | 766 | -65.0% | 0.01% | -65.6% |
| Q2 2018 | $120,000 | – | 2,189 | – | 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% |