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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,039,542 | -18.9% | 168,075 | -17.1% | 0.10% | -38.3% |
| Q2 2023 | $9,912,081 | +3269.0% | 202,781 | +3271.8% | 0.16% | +3140.0% |
| Q1 2023 | $294,211 | -42.5% | 6,014 | -41.7% | 0.01% | -54.5% |
| Q2 2022 | $512,000 | -97.9% | 10,312 | -97.8% | 0.01% | -96.7% |
| Q1 2022 | $24,374,000 | +5130.5% | 464,788 | +5403.7% | 0.33% | +2683.3% |
| Q4 2021 | $466,000 | -96.6% | 8,445 | -96.5% | 0.01% | -96.5% |
| Q3 2021 | $13,874,000 | +1513.3% | 243,566 | +1517.5% | 0.34% | +1040.0% |
| Q2 2021 | $860,000 | +53.8% | 15,058 | +54.6% | 0.03% | -11.8% |
| Q1 2021 | $559,000 | -22.6% | 9,739 | -21.0% | 0.03% | -30.6% |
| Q4 2020 | $722,000 | -27.4% | 12,326 | -27.9% | 0.05% | -49.0% |
| Q3 2020 | $995,000 | +103.5% | 17,103 | +102.0% | 0.10% | +95.9% |
| Q2 2020 | $489,000 | +6.5% | 8,466 | +3.5% | 0.05% | -32.9% |
| Q1 2020 | $459,000 | -20.7% | 8,176 | -20.1% | 0.07% | -59.2% |
| Q4 2019 | $579,000 | +14.4% | 10,238 | +16.1% | 0.18% | -3.2% |
| Q2 2019 | $506,000 | – | 8,820 | – | 0.18% | – |
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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% |