VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,844 | -38.7% | 122,323 | -37.3% | 0.01% | -36.4% |
Q2 2023 | $9,527 | +97.2% | 195,123 | +97.3% | 0.02% | +83.3% |
Q1 2023 | $4,831 | -3.8% | 98,917 | -6.4% | 0.01% | -7.7% |
Q4 2022 | $5,024 | -99.9% | 105,650 | -28.5% | 0.01% | -31.6% |
Q3 2022 | $7,035,000 | -52.5% | 147,718 | -50.5% | 0.02% | -51.3% |
Q2 2022 | $14,795,000 | +1.9% | 298,642 | +7.8% | 0.04% | +39.3% |
Q1 2022 | $14,523,000 | -14.3% | 276,948 | -6.7% | 0.03% | -15.2% |
Q4 2021 | $16,945,000 | +13.7% | 296,764 | +13.5% | 0.03% | +10.0% |
Q3 2021 | $14,898,000 | -12.1% | 261,557 | -11.9% | 0.03% | -11.8% |
Q2 2021 | $16,945,000 | -26.6% | 296,764 | -26.6% | 0.03% | -33.3% |
Q1 2021 | $23,101,000 | -27.0% | 404,420 | -25.2% | 0.05% | -30.1% |
Q4 2020 | $31,659,000 | +71.3% | 540,716 | +70.2% | 0.07% | +49.0% |
Q3 2020 | $18,487,000 | +210.0% | 317,727 | +199.8% | 0.05% | +172.2% |
Q2 2020 | $5,963,000 | 0.0% | 105,995 | 0.0% | 0.02% | -14.3% |
Q1 2020 | $5,963,000 | -12.6% | 105,995 | -12.1% | 0.02% | +10.5% |
Q4 2019 | $6,819,000 | +17.5% | 120,532 | +22.2% | 0.02% | +5.6% |
Q3 2019 | $5,804,000 | -19.0% | 98,659 | -21.1% | 0.02% | -18.2% |
Q2 2019 | $7,165,000 | -8.8% | 125,046 | -11.2% | 0.02% | -12.0% |
Q1 2019 | $7,855,000 | +21129.7% | 140,848 | +20431.8% | 0.02% | – |
Q3 2017 | $37,000 | – | 686 | – | 0.00% | – |
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% |