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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,844 | -40.7% | 4,395 | -40.1% | 0.11% | -43.9% |
| Q4 2022 | $357,204 | -46.8% | 7,333 | -47.9% | 0.19% | -34.4% |
| Q3 2022 | $672,000 | -15.7% | 14,087 | -12.4% | 0.29% | +1.4% |
| Q2 2022 | $797,000 | +17.2% | 16,079 | +24.0% | 0.28% | +15.4% |
| Q1 2022 | $680,000 | +365.8% | 12,970 | +390.0% | 0.25% | +310.0% |
| Q4 2021 | $146,000 | -19.8% | 2,647 | -17.2% | 0.06% | -37.5% |
| Q3 2021 | $182,000 | +9.6% | 3,197 | +10.0% | 0.10% | -27.3% |
| Q2 2021 | $166,000 | +58.1% | 2,907 | +58.2% | 0.13% | +37.5% |
| Q1 2021 | $105,000 | -2.8% | 1,838 | +0.1% | 0.10% | +37.1% |
| Q4 2020 | $108,000 | 0.0% | 1,836 | -1.1% | 0.07% | -17.6% |
| Q3 2020 | $108,000 | -27.0% | 1,856 | -27.5% | 0.08% | -30.9% |
| Q2 2020 | $148,000 | +45.1% | 2,561 | +40.3% | 0.12% | -23.1% |
| Q1 2020 | $102,000 | -1.9% | 1,825 | +0.1% | 0.16% | +27.0% |
| Q4 2019 | $104,000 | -16.8% | 1,823 | -14.1% | 0.13% | -26.7% |
| Q3 2019 | $125,000 | -66.9% | 2,122 | -67.8% | 0.17% | -71.9% |
| Q2 2019 | $378,000 | – | 6,597 | – | 0.61% | – |
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% |