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 | $2,709,000 | -30.7% | 51,666 | -27.5% | 0.96% | -27.5% |
Q4 2021 | $3,909,000 | -4.9% | 71,292 | -1.3% | 1.32% | -10.9% |
Q3 2021 | $4,109,000 | -5.0% | 72,198 | -4.5% | 1.48% | -5.7% |
Q2 2021 | $4,327,000 | +1.3% | 75,602 | +1.1% | 1.57% | -5.4% |
Q1 2021 | $4,273,000 | -0.7% | 74,811 | +1.8% | 1.66% | -9.1% |
Q4 2020 | $4,302,000 | – | 73,487 | – | 1.83% | – |
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% |