VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $84,000 | -8.7% | 1,608 | 0.0% | 0.04% | +18.2% |
Q3 2021 | $92,000 | 0.0% | 1,608 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $92,000 | +76.9% | 1,608 | +77.7% | 0.03% | +65.0% |
Q1 2021 | $52,000 | -1.9% | 905 | 0.0% | 0.02% | -9.1% |
Q4 2020 | $53,000 | +17.8% | 905 | +16.8% | 0.02% | -4.3% |
Q3 2020 | $45,000 | +1400.0% | 775 | +1283.9% | 0.02% | +475.0% |
Q1 2020 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | +100.0% |
Q3 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | -98.7% | 56 | -98.7% | 0.00% | -98.9% |
Q4 2018 | $230,000 | +7566.7% | 4,246 | +7482.1% | 0.18% | +8850.0% |
Q3 2018 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $3,000 | – | 56 | – | 0.00% | – |
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% |