VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $14,664 | -0.1% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $14,676 | +3.1% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $14,229 | +1.6% | 300 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $14,000 | -6.7% | 300 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | +10.0% |
Q1 2022 | $16,000 | -5.9% | 300 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% |
Q2 2021 | $17,000 | 0.0% | 300 | 0.0% | 0.01% | +33.3% |
Q1 2021 | $17,000 | -5.6% | 300 | 0.0% | 0.01% | -18.2% |
Q4 2020 | $18,000 | +5.9% | 300 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $17,000 | -69.1% | 300 | -68.4% | 0.01% | -71.1% |
Q2 2020 | $55,000 | +3.8% | 949 | 0.0% | 0.04% | -13.6% |
Q1 2020 | $53,000 | -1.9% | 949 | 0.0% | 0.04% | +22.2% |
Q4 2019 | $54,000 | -3.6% | 949 | 0.0% | 0.04% | -10.0% |
Q3 2019 | $56,000 | +3.7% | 949 | 0.0% | 0.04% | -9.1% |
Q2 2019 | $54,000 | +1.9% | 949 | 0.0% | 0.04% | +2.3% |
Q1 2019 | $53,000 | +3.9% | 949 | 0.0% | 0.04% | -2.3% |
Q4 2018 | $51,000 | +218.8% | 949 | +216.3% | 0.04% | +266.7% |
Q3 2018 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -7.7% |
Q2 2018 | $16,000 | – | 300 | – | 0.01% | – |
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% |