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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $360,000 | -56.7% | 7,560 | -52.3% | 0.26% | -43.7% |
Q1 2022 | $831,000 | -12.5% | 15,860 | -7.9% | 0.45% | -9.6% |
Q4 2021 | $950,000 | -10.2% | 17,225 | -7.3% | 0.50% | -15.2% |
Q3 2021 | $1,058,000 | +8.2% | 18,585 | +8.5% | 0.59% | +9.9% |
Q2 2021 | $978,000 | +5.3% | 17,135 | +5.3% | 0.54% | -0.9% |
Q1 2021 | $929,000 | +11.7% | 16,275 | +14.4% | 0.54% | +4.6% |
Q4 2020 | $832,000 | +151.4% | 14,225 | +149.6% | 0.52% | +119.9% |
Q3 2020 | $331,000 | +748.7% | 5,700 | +714.3% | 0.24% | +615.2% |
Q4 2019 | $39,000 | – | 700 | – | 0.03% | – |
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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% |