VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $305 | -99.9% | 6,370 | -5.8% | 0.08% | -7.3% |
Q2 2023 | $330,423 | -11.1% | 6,760 | -11.0% | 0.08% | +6.5% |
Q1 2023 | $371,591 | -42.3% | 7,596 | -43.8% | 0.08% | -55.2% |
Q3 2022 | $644,000 | +2.9% | 13,518 | +13.9% | 0.17% | -32.3% |
Q2 2022 | $626,000 | -11.0% | 11,866 | -14.3% | 0.25% | 0.0% |
Q1 2022 | $703,000 | -3.3% | 13,853 | +7.8% | 0.25% | +693.8% |
Q4 2021 | $727,000 | +4.6% | 12,854 | +5.1% | 0.03% | -87.1% |
Q3 2021 | $695,000 | +85.8% | 12,230 | +86.6% | 0.25% | +71.0% |
Q2 2021 | $374,000 | +1.9% | 6,553 | +3.9% | 0.14% | -19.0% |
Q1 2021 | $367,000 | 0.0% | 6,308 | 0.0% | 0.18% | -0.6% |
Q4 2020 | $367,000 | +8.6% | 6,308 | +8.7% | 0.18% | -9.5% |
Q3 2020 | $338,000 | +5.0% | 5,804 | +4.0% | 0.20% | -12.3% |
Q2 2020 | $322,000 | -3.3% | 5,582 | -5.7% | 0.23% | -22.0% |
Q1 2020 | $333,000 | -16.8% | 5,922 | -16.3% | 0.29% | -7.6% |
Q4 2019 | $400,000 | +20.8% | 7,073 | +25.7% | 0.32% | +0.6% |
Q3 2019 | $331,000 | +3.4% | 5,627 | +0.8% | 0.31% | +11.4% |
Q2 2019 | $320,000 | +4.9% | 5,582 | +2.0% | 0.28% | +22.2% |
Q1 2019 | $305,000 | -6.2% | 5,475 | -8.8% | 0.23% | -5.0% |
Q4 2018 | $325,000 | – | 6,002 | – | 0.24% | – |
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% |