VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,559 | -2.1% | 6,263 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $306,135 | -7.5% | 6,263 | -7.5% | 0.18% | -11.9% |
| Q1 2023 | $331,091 | -5.1% | 6,768 | -8.0% | 0.20% | -5.2% |
| Q4 2022 | $349,048 | -15.5% | 7,359 | -14.9% | 0.21% | -26.4% |
| Q3 2022 | $413,000 | -3.5% | 8,651 | +0.0% | 0.29% | +1.1% |
| Q2 2022 | $428,000 | -10.1% | 8,647 | -4.8% | 0.28% | +0.7% |
| Q1 2022 | $476,000 | -6.1% | 9,086 | -1.1% | 0.28% | +0.7% |
| Q4 2021 | $507,000 | -10.6% | 9,183 | -7.7% | 0.28% | -18.3% |
| Q3 2021 | $567,000 | -2.2% | 9,947 | -2.1% | 0.34% | -1.4% |
| Q2 2021 | $580,000 | 0.0% | 10,161 | +0.1% | 0.35% | -6.4% |
| Q1 2021 | $580,000 | -0.7% | 10,155 | +1.8% | 0.37% | -6.5% |
| Q4 2020 | $584,000 | +5.0% | 9,980 | +4.3% | 0.40% | -7.9% |
| Q3 2020 | $556,000 | +0.7% | 9,564 | +0.1% | 0.43% | -6.7% |
| Q2 2020 | $552,000 | +2.6% | 9,559 | +0.0% | 0.46% | -15.0% |
| Q1 2020 | $538,000 | -7.1% | 9,555 | -6.7% | 0.55% | +16.9% |
| Q4 2019 | $579,000 | -1.7% | 10,237 | +2.2% | 0.47% | -8.4% |
| Q3 2019 | $589,000 | – | 10,018 | – | 0.51% | – |
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% |