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 | $1,141,435 | +5.5% | 23,864 | +7.8% | 0.23% | +8.1% |
Q2 2023 | $1,081,798 | +35.6% | 22,132 | +35.7% | 0.21% | +25.9% |
Q1 2023 | $797,792 | +0.4% | 16,308 | -2.6% | 0.17% | -8.8% |
Q4 2022 | $794,345 | -10.5% | 16,748 | -9.9% | 0.18% | -13.7% |
Q3 2022 | $888,000 | -5.2% | 18,597 | +1.5% | 0.21% | +7.1% |
Q2 2022 | $937,000 | -15.1% | 18,318 | -13.0% | 0.20% | -14.0% |
Q1 2022 | $1,104,000 | -3.4% | 21,060 | -1.9% | 0.23% | -4.2% |
Q4 2021 | $1,143,000 | +6.2% | 21,465 | +13.7% | 0.24% | -2.0% |
Q3 2021 | $1,076,000 | -7.9% | 18,886 | -7.7% | 0.24% | -8.6% |
Q2 2021 | $1,168,000 | +11.9% | 20,460 | +11.0% | 0.27% | +6.4% |
Q1 2021 | $1,044,000 | -2.9% | 18,429 | -0.8% | 0.25% | -7.7% |
Q4 2020 | $1,075,000 | -2.3% | 18,586 | -1.7% | 0.27% | -27.7% |
Q3 2020 | $1,100,000 | +6.9% | 18,901 | +6.6% | 0.38% | +4.4% |
Q2 2020 | $1,029,000 | +8.4% | 17,730 | +5.2% | 0.36% | -18.4% |
Q1 2020 | $949,000 | +0.1% | 16,861 | +0.6% | 0.44% | +19.2% |
Q4 2019 | $948,000 | +13.3% | 16,761 | +17.7% | 0.37% | +3.1% |
Q3 2019 | $837,000 | +5.2% | 14,235 | +4.2% | 0.36% | +2.3% |
Q2 2019 | $796,000 | +9.9% | 13,664 | +5.3% | 0.35% | +6.4% |
Q1 2019 | $724,000 | +1.4% | 12,978 | -0.4% | 0.33% | +3.1% |
Q4 2018 | $714,000 | – | 13,024 | – | 0.32% | – |
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% |