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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $408,000 | -7.1% | 8,654 | -2.2% | 0.21% | -8.0% |
| Q2 2022 | $439,000 | -5.4% | 8,851 | -2.2% | 0.22% | +5.2% |
| Q1 2022 | $464,000 | -7.9% | 9,049 | -1.6% | 0.21% | +3.4% |
| Q4 2021 | $504,000 | -15.6% | 9,197 | -12.2% | 0.21% | +1.0% |
| Q3 2021 | $597,000 | -8.3% | 10,471 | -6.9% | 0.20% | -14.6% |
| Q2 2021 | $651,000 | -3.1% | 11,249 | -4.2% | 0.24% | -11.8% |
| Q1 2021 | $672,000 | -3.3% | 11,742 | -1.7% | 0.27% | -6.2% |
| Q4 2020 | $695,000 | +6.9% | 11,940 | +6.8% | 0.29% | -24.1% |
| Q2 2020 | $650,000 | +24.8% | 11,178 | +22.8% | 0.38% | -15.1% |
| Q1 2020 | $521,000 | +31.2% | 9,102 | +31.9% | 0.45% | +25.4% |
| Q4 2019 | $397,000 | +7.6% | 6,899 | +8.2% | 0.36% | -6.5% |
| Q3 2019 | $369,000 | +36800.0% | 6,378 | -72.0% | 0.38% | +790.7% |
| Q1 2019 | $1,000 | -99.9% | 22,756 | +64.0% | 0.04% | -96.4% |
| Q3 2018 | $756,000 | -7.9% | 13,876 | -7.6% | 1.20% | +7.3% |
| Q2 2018 | $821,000 | +58.2% | 15,011 | +58.2% | 1.12% | +30.5% |
| Q1 2018 | $519,000 | +22.4% | 9,487 | +21.5% | 0.86% | +4.0% |
| Q4 2017 | $424,000 | – | 7,807 | – | 0.82% | – |
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% |