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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $621,253 | -3.7% | 12,989 | -1.6% | 0.26% | -1.1% |
Q2 2023 | $645,445 | -4.0% | 13,205 | -3.9% | 0.26% | -6.0% |
Q1 2023 | $672,170 | +0.0% | 13,740 | -3.0% | 0.28% | -4.1% |
Q4 2022 | $671,984 | -14.1% | 14,168 | -13.5% | 0.29% | -20.5% |
Q3 2022 | $782,000 | -8.4% | 16,380 | -5.0% | 0.37% | -6.8% |
Q2 2022 | $854,000 | -20.3% | 17,239 | -11.3% | 0.40% | -17.5% |
Q1 2022 | $1,071,000 | 0.0% | 19,425 | 0.0% | 0.48% | 0.0% |
Q4 2021 | $1,071,000 | +13.6% | 19,425 | +17.4% | 0.48% | -9.2% |
Q3 2021 | $943,000 | -15.5% | 16,547 | -15.4% | 0.53% | -18.6% |
Q2 2021 | $1,116,000 | +3.8% | 19,551 | +3.9% | 0.65% | -6.7% |
Q1 2021 | $1,075,000 | – | 18,811 | – | 0.70% | – |
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% |