VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,260 | -1.9% | 820,821 | +0.3% | 0.08% | 0.0% |
Q2 2023 | $40,015 | +17.2% | 818,646 | +17.3% | 0.08% | +12.5% |
Q1 2023 | $34,147 | +10.6% | 698,037 | +7.2% | 0.07% | -2.7% |
Q4 2022 | $30,882 | -99.9% | 651,113 | +17.8% | 0.07% | +8.8% |
Q3 2022 | $26,392,000 | -6.0% | 552,944 | -2.4% | 0.07% | -6.8% |
Q2 2022 | $28,079,000 | -12.6% | 566,811 | -7.5% | 0.07% | 0.0% |
Q1 2022 | $32,137,000 | -63.1% | 612,845 | -61.1% | 0.07% | -62.8% |
Q4 2021 | $86,992,000 | -1.8% | 1,577,096 | +1.4% | 0.20% | -11.7% |
Q3 2021 | $88,560,000 | +0.2% | 1,554,777 | +0.4% | 0.22% | -0.9% |
Q2 2021 | $88,392,000 | +4.6% | 1,548,025 | +4.7% | 0.22% | -6.3% |
Q1 2021 | $84,477,000 | +8.3% | 1,478,952 | +11.1% | 0.24% | +1.7% |
Q4 2020 | $77,974,000 | +3.2% | 1,331,755 | +2.5% | 0.24% | -8.9% |
Q3 2020 | $75,572,000 | +42.9% | 1,298,824 | +41.8% | 0.26% | +29.0% |
Q2 2020 | $52,880,000 | +15.4% | 915,997 | +12.5% | 0.20% | -6.1% |
Q1 2020 | $45,820,000 | -2.2% | 814,441 | -1.7% | 0.21% | +19.7% |
Q4 2019 | $46,866,000 | +2.7% | 828,325 | +6.8% | 0.18% | -8.7% |
Q3 2019 | $45,629,000 | +0.9% | 775,613 | -1.8% | 0.20% | -2.0% |
Q2 2019 | $45,240,000 | +6.5% | 789,534 | +3.7% | 0.20% | +1.5% |
Q1 2019 | $42,466,000 | +0.1% | 761,465 | -2.7% | 0.20% | -12.9% |
Q4 2018 | $42,437,000 | +0.2% | 782,258 | +0.8% | 0.22% | +10.8% |
Q3 2018 | $42,336,000 | +3.8% | 776,246 | +4.1% | 0.20% | -4.7% |
Q2 2018 | $40,800,000 | +8.4% | 745,747 | +8.4% | 0.21% | +4.4% |
Q1 2018 | $37,653,000 | -4.6% | 687,986 | -5.3% | 0.20% | -5.6% |
Q4 2017 | $39,482,000 | – | 726,181 | – | 0.22% | – |
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% |