VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $889,542 | +65.7% | 18,598 | +69.3% | 0.23% | +64.1% |
Q2 2023 | $536,898 | +6.7% | 10,984 | +6.8% | 0.14% | +0.7% |
Q1 2023 | $503,093 | -3.2% | 10,284 | -6.2% | 0.14% | -6.6% |
Q4 2022 | $519,738 | -14.2% | 10,958 | -13.7% | 0.15% | -16.1% |
Q3 2022 | $606,000 | -11.0% | 12,695 | -7.7% | 0.18% | -11.8% |
Q2 2022 | $681,000 | +15.0% | 13,750 | +21.8% | 0.20% | +30.8% |
Q1 2022 | $592,000 | -9.3% | 11,285 | -4.6% | 0.16% | -8.8% |
Q4 2021 | $653,000 | +0.5% | 11,833 | +3.8% | 0.17% | -9.5% |
Q3 2021 | $650,000 | -0.3% | 11,404 | -0.2% | 0.19% | +4.4% |
Q2 2021 | $652,000 | +3.0% | 11,426 | +3.0% | 0.18% | +4.6% |
Q1 2021 | $633,000 | -2.5% | 11,088 | 0.0% | 0.17% | -9.9% |
Q4 2020 | $649,000 | -2.6% | 11,088 | -3.0% | 0.19% | -9.9% |
Q3 2020 | $666,000 | – | 11,428 | – | 0.21% | – |
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% |