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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $48,203,000 | +17.2% | 873,868 | +21.0% | 10.28% | -0.8% |
Q3 2021 | $41,143,000 | +0.3% | 722,312 | +0.5% | 10.36% | -0.2% |
Q2 2021 | $41,039,000 | +1.3% | 718,723 | +1.3% | 10.37% | -4.4% |
Q1 2021 | $40,531,000 | -0.9% | 709,573 | +1.6% | 10.85% | -3.5% |
Q4 2020 | $40,893,000 | +3.3% | 698,432 | +3.1% | 11.25% | +2.1% |
Q3 2020 | $39,594,000 | +2.1% | 677,279 | +0.8% | 11.02% | -15.7% |
Q2 2020 | $38,795,000 | +2.4% | 672,008 | -0.2% | 13.06% | -16.9% |
Q1 2020 | $37,872,000 | -0.9% | 673,158 | -0.3% | 15.72% | +13.0% |
Q4 2019 | $38,198,000 | -3.1% | 675,111 | +0.8% | 13.92% | -13.8% |
Q3 2019 | $39,411,000 | +4.5% | 669,918 | +1.7% | 16.15% | +2.4% |
Q2 2019 | $37,731,000 | +6.8% | 658,489 | +4.0% | 15.77% | +1.2% |
Q1 2019 | $35,323,000 | +3.5% | 633,365 | +0.7% | 15.58% | -6.9% |
Q4 2018 | $34,128,000 | +17.0% | 629,087 | +17.7% | 16.73% | +21.6% |
Q3 2018 | $29,161,000 | +4.0% | 534,675 | +4.3% | 13.76% | +6.6% |
Q2 2018 | $28,036,000 | +8.1% | 512,441 | +8.1% | 12.90% | -1.6% |
Q1 2018 | $25,935,000 | +9.2% | 473,874 | +8.5% | 13.11% | +4.1% |
Q4 2017 | $23,754,000 | – | 436,904 | – | 12.60% | – |
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% |