VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $2,112,000 | +6940.0% | 42,627 | +7779.3% | 1.64% | +6219.2% |
Q4 2019 | $30,000 | -3.2% | 541 | +2.9% | 0.03% | -3.7% |
Q3 2019 | $31,000 | +3.3% | 526 | +0.2% | 0.03% | +3.8% |
Q2 2019 | $30,000 | +3.4% | 525 | +0.2% | 0.03% | +52.9% |
Q1 2019 | $29,000 | +3.6% | 524 | +0.2% | 0.02% | -10.5% |
Q4 2018 | $28,000 | 0.0% | 523 | +2.3% | 0.02% | +35.7% |
Q3 2018 | $28,000 | 0.0% | 511 | +0.2% | 0.01% | 0.0% |
Q2 2018 | $28,000 | 0.0% | 510 | +0.2% | 0.01% | -6.7% |
Q1 2018 | $28,000 | +3.7% | 509 | +1.6% | 0.02% | 0.0% |
Q4 2017 | $27,000 | 0.0% | 501 | +0.2% | 0.02% | 0.0% |
Q3 2017 | $27,000 | – | 500 | – | 0.02% | – |
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% |