VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,550 | -2.1% | 576 | 0.0% | 0.01% | +9.1% |
Q2 2023 | $28,155 | -0.1% | 576 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $28,178 | +85287.9% | 576 | -16.0% | 0.01% | -20.0% |
Q4 2022 | $33 | -99.9% | 686 | +19.1% | 0.02% | +15.4% |
Q3 2022 | $27,000 | -6.9% | 576 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $29,000 | -3.3% | 576 | 0.0% | 0.01% | +8.3% |
Q1 2022 | $30,000 | -6.2% | 576 | 0.0% | 0.01% | -7.7% |
Q4 2021 | $32,000 | -3.0% | 576 | 0.0% | 0.01% | -7.1% |
Q3 2021 | $33,000 | 0.0% | 576 | 0.0% | 0.01% | -6.7% |
Q2 2021 | $33,000 | +1000.0% | 576 | +966.7% | 0.02% | +650.0% |
Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $3,000 | – | 54 | – | 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% |