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 | $337,000 | -31.9% | 6,805 | -27.8% | 0.07% | -22.7% |
| Q1 2022 | $495,000 | -7.5% | 9,431 | -2.8% | 0.09% | -1.1% |
| Q4 2021 | $535,000 | -2.9% | 9,700 | +0.3% | 0.09% | -9.2% |
| Q3 2021 | $551,000 | -0.2% | 9,675 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $552,000 | -3.0% | 9,669 | -3.0% | 0.10% | -22.3% |
| Q1 2021 | $569,000 | +0.4% | 9,967 | +2.9% | 0.13% | -8.5% |
| Q4 2020 | $567,000 | +8.0% | 9,686 | +7.4% | 0.14% | -17.0% |
| Q3 2020 | $525,000 | +18.2% | 9,016 | +17.1% | 0.17% | +0.6% |
| Q2 2020 | $444,000 | +5.5% | 7,697 | +2.8% | 0.17% | -11.5% |
| Q1 2020 | $421,000 | +43.7% | 7,488 | +44.8% | 0.19% | +74.5% |
| Q4 2019 | $293,000 | +20.1% | 5,171 | +24.8% | 0.11% | 0.0% |
| Q3 2019 | $244,000 | +10.9% | 4,142 | +8.0% | 0.11% | +15.8% |
| Q2 2019 | $220,000 | +3.3% | 3,834 | +0.6% | 0.10% | -12.8% |
| Q1 2019 | $213,000 | +8.7% | 3,813 | +5.4% | 0.11% | -15.5% |
| Q4 2018 | $196,000 | -2.5% | 3,616 | -1.8% | 0.13% | +7.5% |
| Q3 2018 | $201,000 | +240.7% | 3,682 | +241.9% | 0.12% | +90.5% |
| Q2 2018 | $59,000 | -44.9% | 1,077 | -44.7% | 0.06% | -20.3% |
| Q1 2018 | $107,000 | +32.1% | 1,947 | +30.1% | 0.08% | +29.5% |
| Q4 2017 | $81,000 | +8.0% | 1,496 | +9.4% | 0.06% | -9.0% |
| Q3 2017 | $75,000 | +400.0% | 1,367 | +400.7% | 0.07% | +318.8% |
| Q2 2017 | $15,000 | +1400.0% | 273 | +1265.0% | 0.02% | +1500.0% |
| Q4 2016 | $1,000 | – | 20 | – | 0.00% | – |
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% |