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 | $719,095 | -1.2% | 15,034 | +1.0% | 0.23% | +3.5% |
Q2 2023 | $727,581 | +0.5% | 14,885 | +0.5% | 0.23% | +18.3% |
Q1 2023 | $724,221 | +20.5% | 14,804 | +16.8% | 0.19% | -7.3% |
Q4 2022 | $601,232 | -3.0% | 12,676 | -2.3% | 0.21% | +17.7% |
Q3 2022 | $620,000 | -2.2% | 12,981 | +1.4% | 0.18% | +53.5% |
Q2 2022 | $634,000 | -1.9% | 12,808 | +3.9% | 0.11% | -38.4% |
Q1 2022 | $646,000 | -4.6% | 12,325 | +0.4% | 0.18% | 0.0% |
Q4 2021 | $677,000 | +28.2% | 12,279 | +32.6% | 0.18% | +11.4% |
Q3 2021 | $528,000 | +37.9% | 9,261 | +38.2% | 0.17% | +26.7% |
Q1 2021 | $383,000 | -11.3% | 6,699 | -9.2% | 0.13% | -21.1% |
Q4 2020 | $432,000 | – | 7,375 | – | 0.17% | – |
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% |