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 | $1,607,231 | +4.2% | 33,603 | +6.5% | 0.02% | +11.1% |
| Q2 2023 | $1,541,773 | -2.7% | 31,542 | -2.6% | 0.02% | 0.0% |
| Q1 2023 | $1,584,568 | +2.5% | 32,391 | -0.7% | 0.02% | -5.3% |
| Q4 2022 | $1,546,645 | -5.5% | 32,609 | -4.9% | 0.02% | -9.5% |
| Q3 2022 | $1,636,000 | -0.1% | 34,282 | +3.7% | 0.02% | +10.5% |
| Q2 2022 | $1,638,000 | -6.1% | 33,073 | -0.6% | 0.02% | +11.8% |
| Q1 2022 | $1,745,000 | -6.2% | 33,282 | -1.3% | 0.02% | +6.2% |
| Q4 2021 | $1,860,000 | -2.5% | 33,724 | +0.7% | 0.02% | 0.0% |
| Q3 2021 | $1,907,000 | +0.2% | 33,494 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $1,903,000 | +6.1% | 33,337 | +6.2% | 0.02% | +6.7% |
| Q1 2021 | $1,793,000 | +3.0% | 31,399 | +5.6% | 0.02% | -6.2% |
| Q4 2020 | $1,741,000 | +472.7% | 29,736 | +467.4% | 0.02% | +433.3% |
| Q3 2020 | $304,000 | +17.8% | 5,241 | +17.1% | 0.00% | 0.0% |
| Q2 2020 | $258,000 | +15.2% | 4,476 | +12.2% | 0.00% | 0.0% |
| Q1 2020 | $224,000 | – | 3,989 | – | 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% |