VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,609,335 | -3.8% | 54,554 | -1.7% | 0.04% | -2.4% |
Q2 2023 | $2,713,154 | +0.0% | 55,506 | +0.1% | 0.04% | -4.7% |
Q1 2023 | $2,712,195 | +56.6% | 55,441 | +51.8% | 0.04% | +48.3% |
Q4 2022 | $1,732,128 | -30.2% | 36,520 | -29.8% | 0.03% | -37.0% |
Q3 2022 | $2,483,000 | +0.9% | 52,018 | +4.8% | 0.05% | +2.2% |
Q2 2022 | $2,460,000 | -1.2% | 49,658 | +4.6% | 0.04% | +15.4% |
Q1 2022 | $2,490,000 | -5.5% | 47,481 | -0.6% | 0.04% | -2.5% |
Q4 2021 | $2,635,000 | -1.4% | 47,772 | +1.8% | 0.04% | -13.0% |
Q3 2021 | $2,673,000 | -3.3% | 46,935 | -3.0% | 0.05% | -2.1% |
Q2 2021 | $2,764,000 | -100.0% | 48,409 | -59.0% | 0.05% | -20.3% |
Q1 2021 | $6,736,712,000 | +272641.4% | 117,940 | +179.6% | 0.06% | +9.3% |
Q4 2020 | $2,470,000 | -2.3% | 42,179 | -3.0% | 0.05% | -15.6% |
Q3 2020 | $2,529,000 | +34.2% | 43,464 | +33.2% | 0.06% | +18.5% |
Q2 2020 | $1,884,000 | +1.4% | 32,630 | -1.2% | 0.05% | -20.6% |
Q1 2020 | $1,858,000 | -6.6% | 33,031 | -6.1% | 0.07% | +15.3% |
Q4 2019 | $1,990,000 | -5.7% | 35,182 | -1.9% | 0.06% | -16.9% |
Q3 2019 | $2,110,000 | -0.4% | 35,881 | -3.0% | 0.07% | -9.0% |
Q2 2019 | $2,118,000 | +100.6% | 36,973 | +95.2% | 0.08% | +73.3% |
Q1 2019 | $1,056,000 | +74.8% | 18,940 | +69.9% | 0.04% | +55.2% |
Q4 2018 | $604,000 | +3926.7% | 11,148 | +3910.1% | 0.03% | +2800.0% |
Q3 2018 | $15,000 | +1400.0% | 278 | +2680.0% | 0.00% | – |
Q2 2018 | $1,000 | 0.0% | 10 | -69.7% | 0.00% | – |
Q1 2018 | $1,000 | – | 33 | +230.0% | 0.00% | – |
Q4 2017 | $0 | – | 10 | 0.0% | 0.00% | – |
Q3 2017 | $0 | -100.0% | 10 | -92.4% | 0.00% | -100.0% |
Q2 2017 | $7,000 | +133.3% | 131 | +87.1% | 0.00% | – |
Q1 2017 | $3,000 | +200.0% | 70 | +233.3% | 0.00% | – |
Q4 2016 | $1,000 | – | 21 | – | 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% |