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 | $1 | 0.0% | 30 | +3.4% | 0.00% | – |
Q2 2023 | $1 | 0.0% | 29 | 0.0% | 0.00% | – |
Q1 2023 | $1 | 0.0% | 29 | 0.0% | 0.00% | – |
Q4 2022 | $1 | -100.0% | 29 | -96.5% | 0.00% | -100.0% |
Q1 2022 | $43,000 | -4.4% | 823 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $45,000 | -4.3% | 823 | 0.0% | 0.02% | -11.1% |
Q3 2021 | $47,000 | 0.0% | 823 | 0.0% | 0.02% | -5.3% |
Q2 2021 | $47,000 | 0.0% | 823 | 0.0% | 0.02% | -20.8% |
Q1 2021 | $47,000 | -21.7% | 823 | -19.8% | 0.02% | -25.0% |
Q4 2020 | $60,000 | -66.9% | 1,026 | -67.0% | 0.03% | -70.4% |
Q3 2020 | $181,000 | +206.8% | 3,112 | +206.3% | 0.11% | +176.9% |
Q2 2020 | $59,000 | +28.3% | 1,016 | +23.5% | 0.04% | -4.9% |
Q1 2020 | $46,000 | -25.8% | 823 | -24.8% | 0.04% | -10.9% |
Q4 2019 | $62,000 | -3.1% | 1,095 | 0.0% | 0.05% | -6.1% |
Q3 2019 | $64,000 | +1.6% | 1,095 | 0.0% | 0.05% | -3.9% |
Q2 2019 | $63,000 | +3.3% | 1,095 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $61,000 | – | 1,095 | – | 0.05% | – |
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% |