VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $112,938 | -2.1% | 2,361 | 0.0% | 0.05% | +3.8% |
Q2 2023 | $115,403 | -0.1% | 2,361 | 0.0% | 0.05% | -5.5% |
Q1 2023 | $115,485 | +3.1% | 2,361 | 0.0% | 0.06% | -3.5% |
Q4 2022 | $111,961 | -22.8% | 2,361 | -22.1% | 0.06% | -25.0% |
Q3 2022 | $145,000 | -25.6% | 3,030 | -23.1% | 0.08% | -20.8% |
Q2 2022 | $195,000 | -65.9% | 3,941 | -63.9% | 0.10% | -59.7% |
Q1 2022 | $572,000 | -8.5% | 10,907 | -3.8% | 0.24% | -3.3% |
Q4 2021 | $625,000 | -27.4% | 11,340 | -25.0% | 0.25% | -36.1% |
Q3 2021 | $861,000 | -10.7% | 15,119 | -10.4% | 0.38% | -16.1% |
Q2 2021 | $964,000 | +13.5% | 16,883 | +13.6% | 0.46% | -1.9% |
Q1 2021 | $849,000 | +42.7% | 14,862 | +46.2% | 0.47% | +43.1% |
Q4 2020 | $595,000 | +12.7% | 10,167 | +12.0% | 0.33% | -3.0% |
Q3 2020 | $528,000 | +45.1% | 9,074 | +44.0% | 0.34% | +32.7% |
Q2 2020 | $364,000 | +309.0% | 6,301 | +298.5% | 0.25% | +262.9% |
Q1 2020 | $89,000 | -91.7% | 1,581 | -91.6% | 0.07% | -89.1% |
Q4 2019 | $1,068,000 | +32.7% | 18,870 | +37.9% | 0.64% | +20.4% |
Q3 2019 | $805,000 | -27.1% | 13,683 | -29.0% | 0.53% | -27.8% |
Q2 2019 | $1,104,000 | +57.7% | 19,262 | +53.5% | 0.74% | +42.6% |
Q1 2019 | $700,000 | +156.4% | 12,547 | +148.9% | 0.52% | +113.6% |
Q4 2018 | $273,000 | – | 5,040 | – | 0.24% | – |
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% |