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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,119 | +166.0% | 4,135 | +166.3% | 0.02% | +150.0% |
| Q1 2023 | $75,997 | -55.7% | 1,553 | -57.1% | 0.01% | -57.1% |
| Q4 2022 | $171,678 | +92.9% | 3,620 | +93.8% | 0.01% | +75.0% |
| Q3 2022 | $89,000 | -41.8% | 1,868 | -39.6% | 0.01% | -42.9% |
| Q2 2022 | $153,000 | +59.4% | 3,091 | +1161.6% | 0.01% | +75.0% |
| Q1 2022 | $96,000 | +3.2% | 245 | -85.5% | 0.01% | 0.0% |
| Q4 2021 | $93,000 | -12.3% | 1,687 | -9.6% | 0.01% | -20.0% |
| Q3 2021 | $106,000 | +34.2% | 1,866 | +34.2% | 0.01% | +25.0% |
| Q2 2021 | $79,000 | -8.1% | 1,390 | -7.2% | 0.01% | -20.0% |
| Q1 2021 | $86,000 | +38.7% | 1,498 | +41.5% | 0.01% | +11.1% |
| Q4 2020 | $62,000 | +8.8% | 1,059 | +7.6% | 0.01% | -10.0% |
| Q3 2020 | $57,000 | +185.0% | 984 | +186.0% | 0.01% | +150.0% |
| Q2 2020 | $20,000 | -78.9% | 344 | -79.7% | 0.00% | -84.6% |
| Q1 2020 | $95,000 | +630.8% | 1,695 | +653.3% | 0.03% | +550.0% |
| Q4 2019 | $13,000 | +550.0% | 225 | +675.9% | 0.00% | +300.0% |
| Q3 2019 | $2,000 | -92.3% | 29 | -99.8% | 0.00% | -90.0% |
| Q2 2019 | $26,000 | -45.8% | 13,637 | -2.9% | 0.01% | -56.5% |
| Q1 2019 | $48,000 | -26.2% | 14,040 | +1067.1% | 0.02% | -30.3% |
| Q4 2018 | $65,000 | – | 1,203 | – | 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% |