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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $222,000 | -5.5% | 4,274 | +0.5% | 0.05% | 0.0% |
Q4 2021 | $235,000 | -2.5% | 4,253 | 0.0% | 0.05% | -14.0% |
Q3 2021 | $241,000 | -0.8% | 4,253 | +0.1% | 0.06% | -6.6% |
Q2 2021 | $243,000 | +11.0% | 4,249 | +11.0% | 0.06% | +3.4% |
Q1 2021 | $219,000 | -4.8% | 3,828 | -2.7% | 0.06% | -10.6% |
Q4 2020 | $230,000 | 0.0% | 3,934 | -0.3% | 0.07% | -18.5% |
Q3 2020 | $230,000 | -5.3% | 3,947 | -6.4% | 0.08% | -15.6% |
Q2 2020 | $243,000 | +15.7% | 4,215 | +13.2% | 0.10% | -11.1% |
Q1 2020 | $210,000 | -6.7% | 3,723 | -6.4% | 0.11% | +24.1% |
Q4 2019 | $225,000 | -3.0% | 3,978 | +0.9% | 0.09% | -17.9% |
Q3 2019 | $232,000 | +5.0% | 3,943 | +2.2% | 0.11% | +8.2% |
Q2 2019 | $221,000 | +7.3% | 3,858 | +4.3% | 0.10% | +2.1% |
Q1 2019 | $206,000 | – | 3,698 | – | 0.10% | – |
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% |