VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $489,971 | -2.2% | 10,244 | -0.0% | 0.01% | 0.0% |
Q2 2023 | $500,922 | -18.9% | 10,248 | -18.8% | 0.01% | -16.7% |
Q1 2023 | $617,419 | +0.4% | 12,621 | -2.6% | 0.01% | 0.0% |
Q4 2022 | $614,835 | +37.2% | 12,963 | +38.0% | 0.01% | +20.0% |
Q3 2022 | $448,000 | -13.8% | 9,396 | -10.5% | 0.01% | -16.7% |
Q2 2022 | $520,000 | -1.0% | 10,501 | +4.8% | 0.01% | +20.0% |
Q1 2022 | $525,000 | -30.7% | 10,017 | -27.0% | 0.01% | -28.6% |
Q4 2021 | $758,000 | +87.2% | 13,729 | +93.2% | 0.01% | +75.0% |
Q3 2021 | $405,000 | +41.6% | 7,107 | +42.2% | 0.00% | +33.3% |
Q2 2021 | $286,000 | +2.9% | 4,999 | +3.0% | 0.00% | 0.0% |
Q1 2021 | $278,000 | +19.8% | 4,854 | +22.5% | 0.00% | 0.0% |
Q4 2020 | $232,000 | +3.1% | 3,963 | +2.5% | 0.00% | 0.0% |
Q3 2020 | $225,000 | -3.4% | 3,866 | -4.3% | 0.00% | -25.0% |
Q2 2020 | $233,000 | +441.9% | 4,041 | +431.7% | 0.00% | +300.0% |
Q1 2020 | $43,000 | -43.4% | 760 | -43.1% | 0.00% | 0.0% |
Q4 2019 | $76,000 | -47.2% | 1,336 | -45.6% | 0.00% | -50.0% |
Q3 2019 | $144,000 | – | 2,454 | +122600.0% | 0.00% | – |
Q2 2019 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
Q1 2019 | $128,000 | -10.5% | 2,299 | -13.0% | 0.00% | -33.3% |
Q4 2018 | $143,000 | +410.7% | 2,644 | +415.4% | 0.00% | – |
Q1 2018 | $28,000 | -73.6% | 513 | -73.7% | 0.00% | -100.0% |
Q1 2016 | $106,000 | – | 1,952 | +19420.0% | 0.00% | – |
Q3 2015 | $0 | -100.0% | 10 | -99.5% | 0.00% | -100.0% |
Q2 2015 | $102,000 | -3.8% | 1,952 | 0.0% | 0.00% | -33.3% |
Q1 2015 | $106,000 | – | 1,952 | – | 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% |