VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $231,000 | -56.0% | 4,398 | -53.9% | 0.02% | -53.7% |
Q4 2021 | $525,000 | +110.0% | 9,531 | +116.7% | 0.04% | -10.9% |
Q3 2021 | $250,000 | -2.3% | 4,398 | -1.9% | 0.05% | +39.4% |
Q2 2021 | $256,000 | -89.1% | 4,481 | -89.1% | 0.03% | -90.7% |
Q1 2021 | $2,345,000 | +808.9% | 41,064 | +828.6% | 0.36% | +834.2% |
Q4 2020 | $258,000 | -5.8% | 4,422 | -6.1% | 0.04% | -15.6% |
Q3 2020 | $274,000 | +7.5% | 4,710 | +6.5% | 0.04% | -4.3% |
Q2 2020 | $255,000 | +4.9% | 4,422 | +2.4% | 0.05% | -16.1% |
Q1 2020 | $243,000 | -2.8% | 4,317 | -2.1% | 0.06% | +33.3% |
Q4 2019 | $250,000 | -3.5% | 4,411 | 0.0% | 0.04% | -4.5% |
Q3 2019 | $259,000 | +2.8% | 4,411 | +0.1% | 0.04% | -20.0% |
Q2 2019 | $252,000 | +2.9% | 4,407 | +0.3% | 0.06% | -8.3% |
Q1 2019 | $245,000 | +3.4% | 4,394 | +0.2% | 0.06% | -14.3% |
Q4 2018 | $237,000 | +1.7% | 4,386 | +2.3% | 0.07% | +22.8% |
Q3 2018 | $233,000 | -0.4% | 4,289 | +0.3% | 0.06% | -8.1% |
Q2 2018 | $234,000 | +0.4% | 4,278 | +0.3% | 0.06% | -13.9% |
Q1 2018 | $233,000 | 0.0% | 4,267 | -0.8% | 0.07% | +7.5% |
Q4 2017 | $233,000 | -1.3% | 4,301 | -0.9% | 0.07% | -15.2% |
Q3 2017 | $236,000 | -2.5% | 4,341 | -2.6% | 0.08% | -8.1% |
Q2 2017 | $242,000 | -2.0% | 4,458 | -2.5% | 0.09% | -9.5% |
Q1 2017 | $247,000 | 0.0% | 4,572 | +0.2% | 0.10% | -12.8% |
Q4 2016 | $247,000 | -2.4% | 4,565 | +1.0% | 0.11% | -9.2% |
Q3 2016 | $253,000 | +6.8% | 4,519 | +6.2% | 0.12% | +5.3% |
Q2 2016 | $237,000 | +2.2% | 4,257 | +0.3% | 0.11% | -1.7% |
Q1 2016 | $232,000 | +3.6% | 4,245 | +0.2% | 0.12% | 0.0% |
Q4 2015 | $224,000 | – | 4,237 | – | 0.12% | – |
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% |