VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,107,769 | -27.2% | 23,161 | -13.7% | 0.36% | -29.5% |
Q2 2023 | $1,521,618 | +78.5% | 26,851 | +54.1% | 0.51% | +93.9% |
Q1 2023 | $852,551 | +91.9% | 17,428 | +122.3% | 0.26% | +13.3% |
Q4 2022 | $444,208 | -4.3% | 7,839 | -19.6% | 0.23% | +0.4% |
Q3 2022 | $464,000 | +4.5% | 9,755 | +24.4% | 0.23% | 0.0% |
Q2 2022 | $444,000 | -3.9% | 7,839 | -11.0% | 0.23% | -2.1% |
Q1 2022 | $462,000 | +7.4% | 8,807 | +12.3% | 0.24% | +12.9% |
Q4 2021 | $430,000 | -3.6% | 7,839 | 0.0% | 0.21% | -12.9% |
Q3 2021 | $446,000 | -55.3% | 7,839 | -54.1% | 0.24% | -90.1% |
Q4 2020 | $998,000 | -42.7% | 17,063 | -43.0% | 2.43% | -31.3% |
Q3 2020 | $1,743,000 | +202.6% | 29,935 | +200.2% | 3.54% | -12.1% |
Q2 2020 | $576,000 | +1.1% | 9,973 | -1.5% | 4.03% | +29.7% |
Q1 2020 | $570,000 | +5.2% | 10,126 | +5.9% | 3.11% | +19.4% |
Q4 2019 | $542,000 | – | 9,564 | – | 2.60% | – |
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% |