VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $870,000 | +9.0% | 16,589 | +14.7% | 0.02% | +5.0% |
Q4 2021 | $798,000 | -6.2% | 14,469 | -3.1% | 0.02% | -20.0% |
Q3 2021 | $851,000 | -2.2% | 14,936 | -1.9% | 0.02% | -19.4% |
Q2 2021 | $870,000 | -13.4% | 15,232 | -13.5% | 0.03% | -39.2% |
Q1 2021 | $1,005,000 | +5.0% | 17,602 | +7.7% | 0.05% | -28.2% |
Q4 2020 | $957,000 | -56.4% | 16,341 | -56.6% | 0.07% | -64.1% |
Q3 2020 | $2,193,000 | +0.9% | 37,688 | +0.1% | 0.20% | -39.4% |
Q2 2020 | $2,173,000 | -25.2% | 37,633 | -26.7% | 0.33% | -60.8% |
Q1 2020 | $2,906,000 | +129.5% | 51,376 | +129.6% | 0.84% | +54.1% |
Q4 2019 | $1,266,000 | -35.2% | 22,378 | -32.6% | 0.54% | -43.2% |
Q3 2019 | $1,954,000 | – | 33,218 | – | 0.95% | – |
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% |