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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,688,971 | -47.6% | 160,756 | -46.5% | 1.27% | -37.8% |
Q2 2023 | $14,677,548 | +99.9% | 300,278 | +100.1% | 2.04% | +53.3% |
Q1 2023 | $7,342,692 | +1.2% | 150,096 | -1.9% | 1.33% | -11.7% |
Q4 2022 | $7,256,364 | -18.5% | 152,991 | -18.0% | 1.50% | -25.1% |
Q3 2022 | $8,907,000 | -37.2% | 186,615 | -34.8% | 2.01% | -29.2% |
Q2 2022 | $14,188,000 | -6.1% | 286,389 | -0.6% | 2.84% | -0.6% |
Q1 2022 | $15,106,000 | -2.0% | 288,069 | +3.0% | 2.85% | -4.3% |
Q4 2021 | $15,421,000 | -2.4% | 279,569 | +0.8% | 2.98% | -14.0% |
Q3 2021 | $15,805,000 | +2.1% | 277,475 | +2.4% | 3.46% | -2.2% |
Q2 2021 | $15,474,000 | +11.5% | 270,994 | +11.5% | 3.54% | -1.6% |
Q1 2021 | $13,879,000 | +8.0% | 242,977 | +10.7% | 3.60% | -2.8% |
Q4 2020 | $12,853,000 | +94.4% | 219,527 | +93.3% | 3.70% | +66.0% |
Q3 2020 | $6,610,000 | +17.2% | 113,596 | +16.3% | 2.23% | +4.8% |
Q2 2020 | $5,641,000 | +37.0% | 97,710 | +33.5% | 2.13% | +12.7% |
Q1 2020 | $4,117,000 | +15.1% | 73,182 | +15.7% | 1.89% | +27.7% |
Q4 2019 | $3,578,000 | +9.2% | 63,247 | +13.6% | 1.48% | -5.9% |
Q3 2019 | $3,277,000 | +16.8% | 55,697 | +15.1% | 1.57% | +2.5% |
Q2 2019 | $2,806,000 | +54.3% | 48,383 | +48.4% | 1.53% | +22.9% |
Q1 2019 | $1,818,000 | +17.2% | 32,597 | +14.0% | 1.25% | -10.5% |
Q4 2018 | $1,551,000 | – | 28,583 | – | 1.39% | – |
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% |