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 2023 | $1,221,930 | +1.0% | 25,547 | +3.2% | 0.17% | +9.7% |
| Q2 2023 | $1,210,367 | +0.7% | 24,762 | +0.8% | 0.16% | -5.5% |
| Q1 2023 | $1,201,720 | +7.2% | 24,565 | +3.9% | 0.16% | 0.0% |
| Q4 2022 | $1,121,008 | +2.5% | 23,635 | +3.1% | 0.16% | +1.9% |
| Q3 2022 | $1,094,000 | +0.4% | 22,920 | +4.2% | 0.16% | +11.8% |
| Q2 2022 | $1,090,000 | -3.4% | 21,996 | +2.2% | 0.14% | +24.1% |
| Q1 2022 | $1,128,000 | -1.4% | 21,522 | +3.8% | 0.12% | +4.5% |
| Q4 2021 | $1,144,000 | +1.1% | 20,731 | +4.4% | 0.11% | -9.8% |
| Q3 2021 | $1,131,000 | +9.2% | 19,857 | +9.4% | 0.12% | +4.2% |
| Q2 2021 | $1,036,000 | +39.6% | 18,151 | +39.8% | 0.12% | +22.9% |
| Q1 2021 | $742,000 | +0.5% | 12,982 | +2.9% | 0.10% | -9.4% |
| Q4 2020 | $738,000 | +3.9% | 12,613 | +3.3% | 0.11% | -15.9% |
| Q3 2020 | $710,000 | +3.3% | 12,205 | +2.6% | 0.13% | -6.0% |
| Q2 2020 | $687,000 | +3.6% | 11,894 | +0.9% | 0.13% | -12.4% |
| Q1 2020 | $663,000 | +5.6% | 11,787 | +6.2% | 0.15% | +36.6% |
| Q4 2019 | $628,000 | -16.2% | 11,101 | -12.9% | 0.11% | -27.3% |
| Q3 2019 | $749,000 | +7.8% | 12,739 | +5.0% | 0.15% | -3.1% |
| Q2 2019 | $695,000 | -6.3% | 12,129 | -8.8% | 0.16% | -14.1% |
| Q1 2019 | $742,000 | -0.7% | 13,301 | -3.4% | 0.18% | -15.1% |
| Q4 2018 | $747,000 | +10.2% | 13,763 | +10.8% | 0.22% | +24.6% |
| Q3 2018 | $678,000 | +13.4% | 12,423 | +13.6% | 0.18% | +4.8% |
| Q2 2018 | $598,000 | -2.8% | 10,939 | -2.7% | 0.17% | +8.4% |
| Q1 2018 | $615,000 | +23.7% | 11,242 | +23.0% | 0.15% | +22.2% |
| Q4 2017 | $497,000 | +16.1% | 9,140 | +16.4% | 0.13% | -11.3% |
| Q3 2017 | $428,000 | +32.5% | 7,849 | +31.9% | 0.14% | +39.2% |
| Q2 2017 | $323,000 | +21.0% | 5,949 | +20.8% | 0.10% | -1.9% |
| Q1 2017 | $267,000 | +7.2% | 4,924 | +7.4% | 0.10% | -11.9% |
| Q4 2016 | $249,000 | – | 4,586 | – | 0.12% | – |
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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% |