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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,878,070 | +4.5% | 143,802 | +6.8% | 2.45% | +14.1% |
Q2 2023 | $6,583,784 | +25.2% | 134,693 | +25.3% | 2.15% | +9.9% |
Q1 2023 | $5,256,954 | +15.1% | 107,460 | +11.5% | 1.95% | +8.4% |
Q4 2022 | $4,569,211 | -32.6% | 96,336 | -32.2% | 1.80% | -34.5% |
Q3 2022 | $6,778,000 | +2.3% | 142,004 | +6.1% | 2.75% | +5.2% |
Q2 2022 | $6,628,000 | +18.1% | 133,795 | +25.0% | 2.61% | +25.6% |
Q1 2022 | $5,613,000 | +41.2% | 107,029 | +48.6% | 2.08% | +30.3% |
Q4 2021 | $3,974,000 | +940.3% | 72,042 | +974.5% | 1.60% | +625.5% |
Q3 2021 | $382,000 | +12.0% | 6,705 | +12.4% | 0.22% | +6.8% |
Q2 2021 | $341,000 | 0.0% | 5,964 | 0.0% | 0.21% | -3.3% |
Q1 2021 | $341,000 | +7.6% | 5,964 | +10.3% | 0.21% | -6.6% |
Q4 2020 | $317,000 | – | 5,409 | – | 0.23% | – |
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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% |