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 2022 | $32,697 | -0.9% | 689 | +0.7% | 0.02% | -14.3% |
Q3 2022 | $33,000 | -2.9% | 684 | +0.3% | 0.02% | +5.0% |
Q2 2022 | $34,000 | -44.3% | 682 | -38.6% | 0.02% | -35.5% |
Q4 2021 | $61,000 | +2950.0% | 1,110 | +2983.3% | 0.03% | +3000.0% |
Q3 2021 | $2,000 | 0.0% | 36 | +2.9% | 0.00% | 0.0% |
Q2 2021 | $2,000 | -93.1% | 35 | -93.2% | 0.00% | -93.8% |
Q1 2021 | $29,000 | -3.3% | 512 | 0.0% | 0.02% | -23.8% |
Q4 2020 | $30,000 | +7.1% | 512 | +7.3% | 0.02% | -16.0% |
Q3 2020 | $28,000 | -3.4% | 477 | -6.8% | 0.02% | -16.7% |
Q2 2020 | $29,000 | +3.6% | 512 | 0.0% | 0.03% | -16.7% |
Q1 2020 | $28,000 | +2700.0% | 512 | +2911.8% | 0.04% | +3500.0% |
Q1 2019 | $1,000 | – | 17 | – | 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% |