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 | $1,557 | +1.0% | 32,545 | +3.2% | 0.52% | +3.0% |
| Q2 2023 | $1,541 | +34.6% | 31,527 | +34.7% | 0.50% | +26.0% |
| Q1 2023 | $1,145 | +7.0% | 23,399 | +3.8% | 0.40% | +9.9% |
| Q4 2022 | $1,070 | -99.9% | 22,550 | +5.2% | 0.36% | -2.7% |
| Q2 2022 | $1,062,000 | -3.1% | 21,442 | +2.6% | 0.37% | +4.5% |
| Q1 2022 | $1,096,000 | -3.9% | 20,902 | +1.1% | 0.36% | -5.3% |
| Q4 2021 | $1,141,000 | +0.7% | 20,680 | +3.9% | 0.38% | -6.0% |
| Q3 2021 | $1,133,000 | +3.0% | 19,896 | +3.3% | 0.40% | +1.8% |
| Q2 2021 | $1,100,000 | +1.2% | 19,260 | +1.2% | 0.40% | -9.0% |
| Q1 2021 | $1,087,000 | +6.0% | 19,024 | +8.7% | 0.43% | +3.8% |
| Q4 2020 | $1,025,000 | +3.9% | 17,502 | +3.1% | 0.42% | -13.3% |
| Q3 2020 | $987,000 | +2.5% | 16,968 | +1.7% | 0.48% | -13.0% |
| Q2 2020 | $963,000 | +9.8% | 16,681 | +7.0% | 0.55% | -16.4% |
| Q1 2020 | $877,000 | +1.5% | 15,583 | +2.1% | 0.66% | +29.7% |
| Q4 2019 | $864,000 | -2.6% | 15,268 | +0.4% | 0.51% | -9.9% |
| Q3 2019 | $887,000 | +0.5% | 15,205 | -1.3% | 0.57% | -29.9% |
| Q2 2019 | $883,000 | – | 15,409 | – | 0.81% | – |
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% |