VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,022 | +80120.0% | 166 | -19.0% | 0.00% | -25.0% |
| Q4 2022 | $10 | -99.9% | 205 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -23.1% | 205 | -20.2% | 0.00% | -20.0% |
| Q2 2022 | $13,000 | -92.2% | 257 | -91.9% | 0.01% | -92.3% |
| Q1 2022 | $166,000 | -97.2% | 3,157 | -97.1% | 0.06% | -97.0% |
| Q4 2021 | $5,908,000 | -15.1% | 107,101 | -12.3% | 2.18% | -9.2% |
| Q3 2021 | $6,957,000 | -5.9% | 122,134 | -5.7% | 2.40% | +1.6% |
| Q2 2021 | $7,396,000 | +10.6% | 129,526 | +10.6% | 2.36% | -0.8% |
| Q1 2021 | $6,689,000 | +9.8% | 117,098 | +12.5% | 2.38% | -5.4% |
| Q4 2020 | $6,093,000 | +18.1% | 104,061 | +17.3% | 2.52% | +2.5% |
| Q3 2020 | $5,161,000 | +7.7% | 88,707 | +6.9% | 2.46% | -2.2% |
| Q2 2020 | $4,790,000 | +11.9% | 82,977 | +9.0% | 2.51% | -7.6% |
| Q1 2020 | $4,282,000 | -15.6% | 76,113 | -15.1% | 2.72% | -2.8% |
| Q4 2019 | $5,072,000 | -2.6% | 89,643 | +1.3% | 2.80% | -10.4% |
| Q3 2019 | $5,206,000 | -10.7% | 88,492 | -13.0% | 3.12% | -17.0% |
| Q2 2019 | $5,828,000 | +9.6% | 101,717 | +6.7% | 3.76% | +2.2% |
| Q1 2019 | $5,319,000 | -5.5% | 95,373 | -8.1% | 3.68% | -16.3% |
| Q4 2018 | $5,627,000 | – | 103,727 | – | 4.39% | – |
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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% |