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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $219,674 | +3.2% | 4,450 | 0.0% | 0.06% | -4.4% |
Q3 2023 | $212,844 | -27.6% | 4,450 | -26.0% | 0.07% | -27.7% |
Q2 2023 | $294,111 | +494.3% | 6,017 | +493.4% | 0.09% | +452.9% |
Q1 2023 | $49,492 | +2.9% | 1,014 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $48,094 | +0.2% | 1,014 | 0.0% | 0.02% | -10.5% |
Q3 2022 | $48,000 | -4.0% | 1,014 | 0.0% | 0.02% | +5.6% |
Q2 2022 | $50,000 | -89.3% | 1,014 | -88.7% | 0.02% | -88.0% |
Q1 2022 | $469,000 | +4.2% | 8,939 | +9.5% | 0.15% | +2.0% |
Q4 2021 | $450,000 | -3.2% | 8,163 | 0.0% | 0.15% | -10.4% |
Q3 2021 | $465,000 | – | 8,163 | – | 0.16% | – |
Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
Q4 2017 | $0 | -100.0% | 6 | -99.8% | 0.00% | -100.0% |
Q4 2016 | $200,000 | -45.1% | 3,686 | -43.3% | 0.11% | -44.9% |
Q3 2016 | $364,000 | +1.1% | 6,498 | +0.3% | 0.21% | -2.8% |
Q2 2016 | $360,000 | +2.3% | 6,479 | +0.3% | 0.21% | 0.0% |
Q1 2016 | $352,000 | +97.8% | 6,459 | +91.4% | 0.21% | +91.9% |
Q4 2015 | $178,000 | – | 3,375 | – | 0.11% | – |
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% |