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 2022 | $148,000 | -3.3% | 3,095 | 0.0% | 0.12% | +6.2% |
Q2 2022 | $153,000 | -5.6% | 3,095 | 0.0% | 0.11% | +2.8% |
Q1 2022 | $162,000 | -5.3% | 3,095 | 0.0% | 0.11% | -0.9% |
Q4 2021 | $171,000 | -2.8% | 3,095 | 0.0% | 0.11% | -11.3% |
Q3 2021 | $176,000 | -17.4% | 3,095 | -17.0% | 0.12% | -18.4% |
Q2 2021 | $213,000 | +4.9% | 3,731 | +5.1% | 0.15% | -4.4% |
Q1 2021 | $203,000 | +12.2% | 3,550 | +14.7% | 0.16% | +3.9% |
Q4 2020 | $181,000 | – | 3,095 | – | 0.15% | – |
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% |