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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $228,000 | -29.2% | 4,350 | -25.4% | 0.11% | -23.6% |
Q4 2021 | $322,000 | +0.3% | 5,832 | +2.9% | 0.14% | -5.3% |
Q3 2021 | $321,000 | +6.3% | 5,665 | +7.2% | 0.15% | -4.4% |
Q2 2021 | $302,000 | -15.6% | 5,283 | -15.7% | 0.16% | -23.6% |
Q1 2021 | $358,000 | -0.8% | 6,269 | +0.9% | 0.21% | -2.3% |
Q4 2020 | $361,000 | -10.9% | 6,213 | -10.3% | 0.21% | -16.1% |
Q3 2020 | $405,000 | +1.5% | 6,929 | +1.3% | 0.25% | -7.0% |
Q2 2020 | $399,000 | -6.8% | 6,837 | -10.1% | 0.27% | -34.4% |
Q1 2020 | $428,000 | -57.0% | 7,607 | -56.8% | 0.42% | -52.8% |
Q4 2019 | $995,000 | – | 17,594 | – | 0.88% | – |
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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% |