VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $944,000 | -26.1% | 17,118 | -23.5% | 0.45% | -33.1% |
| Q2 2021 | $1,277,000 | +18.1% | 22,368 | +18.2% | 0.67% | +2.1% |
| Q1 2021 | $1,081,000 | +21.5% | 18,925 | +22.8% | 0.66% | -8.7% |
| Q3 2020 | $890,000 | 0.0% | 15,410 | 0.0% | 0.72% | 0.0% |
| Q2 2020 | $890,000 | -99.9% | 15,410 | +25.4% | 0.72% | +12.3% |
| Q1 2020 | $672,632,000 | +84721.2% | 12,290 | -12.3% | 0.64% | -6.9% |
| Q4 2019 | $793,000 | +17.1% | 14,020 | +21.8% | 0.69% | +0.9% |
| Q3 2019 | $677,000 | +25.1% | 11,510 | +21.9% | 0.68% | +43.3% |
| Q2 2019 | $541,000 | +96.0% | 9,440 | +91.1% | 0.48% | +87.5% |
| Q1 2019 | $276,000 | -23.1% | 4,940 | -25.3% | 0.26% | -26.5% |
| Q4 2018 | $359,000 | -99.9% | 6,615 | -32.6% | 0.35% | -21.8% |
| Q3 2018 | $535,310,000 | -30.1% | 9,815 | -29.9% | 0.44% | -36.2% |
| Q2 2018 | $765,666,000 | +13.8% | 13,995 | +13.9% | 0.70% | +8.2% |
| Q1 2018 | $672,632,000 | – | 12,290 | – | 0.64% | – |
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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% |