VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,957 | -97.9% | 104 | -97.5% | 0.00% | -98.0% |
| Q3 2021 | $234,000 | -0.4% | 4,110 | -0.1% | 0.05% | 0.0% |
| Q2 2021 | $235,000 | 0.0% | 4,113 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $235,000 | -51.2% | 4,113 | -50.0% | 0.05% | -10.7% |
| Q4 2020 | $482,000 | +100.0% | 8,226 | +98.7% | 0.06% | -15.2% |
| Q3 2020 | $241,000 | +1.7% | 4,139 | +0.6% | 0.07% | -10.8% |
| Q2 2020 | $237,000 | +2.2% | 4,113 | -0.1% | 0.07% | -16.9% |
| Q1 2020 | $232,000 | -0.4% | 4,116 | +0.1% | 0.09% | +1.1% |
| Q4 2019 | $233,000 | – | 4,113 | +137000.0% | 0.09% | – |
| Q3 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 3 | -66.7% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
| Q3 2017 | $190,000 | +0.5% | 3,481 | +0.2% | 0.12% | -0.8% |
| Q2 2017 | $189,000 | +0.5% | 3,474 | +0.2% | 0.12% | -3.8% |
| Q1 2017 | $188,000 | -86.3% | 3,466 | -86.3% | 0.13% | -86.7% |
| Q4 2016 | $1,377,000 | -3.3% | 25,363 | -0.2% | 0.97% | -18.0% |
| Q3 2016 | $1,424,000 | +1.7% | 25,405 | +1.0% | 1.19% | -0.9% |
| Q2 2016 | $1,400,000 | +1.1% | 25,143 | -1.0% | 1.20% | -4.9% |
| Q1 2016 | $1,385,000 | -36.7% | 25,399 | -38.6% | 1.26% | -36.3% |
| Q4 2015 | $2,188,000 | -4.6% | 41,367 | -4.5% | 1.98% | -4.0% |
| Q3 2015 | $2,293,000 | -40.9% | 43,318 | -41.6% | 2.06% | -34.1% |
| Q2 2015 | $3,882,000 | +249.7% | 74,131 | +254.8% | 3.13% | +288.8% |
| Q4 2014 | $1,110,000 | – | 20,893 | – | 0.80% | – |
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% |