VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,068,379 | +6577.4% | 22,337 | -24.3% | 0.00% | – |
Q4 2021 | $16,000 | -20.0% | 29,490 | -16.5% | 0.00% | – |
Q3 2021 | $20,000 | 0.0% | 35,338 | +1.5% | 0.00% | – |
Q2 2021 | $20,000 | +11.1% | 34,824 | +9.5% | 0.00% | – |
Q1 2021 | $18,000 | -10.0% | 31,807 | -5.8% | 0.00% | – |
Q4 2020 | $20,000 | 0.0% | 33,757 | -1.5% | 0.00% | – |
Q3 2020 | $20,000 | -4.8% | 34,273 | -3.7% | 0.00% | – |
Q2 2020 | $21,000 | +61.5% | 35,575 | +52.0% | 0.00% | – |
Q1 2019 | $13,000 | +8.3% | 23,407 | +5.0% | 0.00% | – |
Q4 2018 | $12,000 | -20.0% | 22,292 | -21.2% | 0.00% | – |
Q3 2018 | $15,000 | -40.0% | 28,285 | -37.2% | 0.00% | – |
Q2 2018 | $25,000 | -49.0% | 45,066 | -49.4% | 0.00% | – |
Q1 2018 | $49,000 | -48.4% | 89,036 | -49.1% | 0.00% | – |
Q4 2017 | $95,000 | +1.1% | 175,077 | +1.2% | 0.00% | – |
Q3 2017 | $94,000 | +5.6% | 172,973 | +6.2% | 0.00% | – |
Q2 2017 | $89,000 | +4.7% | 162,884 | +3.3% | 0.00% | – |
Q1 2017 | $85,000 | +23.2% | 157,747 | +24.4% | 0.00% | – |
Q4 2016 | $69,000 | +35.3% | 126,822 | +38.7% | 0.00% | – |
Q3 2016 | $51,000 | -1.9% | 91,420 | -1.9% | 0.00% | – |
Q2 2016 | $52,000 | +188.9% | 93,213 | +185.4% | 0.00% | – |
Q1 2016 | $18,000 | +80.0% | 32,664 | +66.7% | 0.00% | – |
Q4 2015 | $10,000 | +66.7% | 19,592 | +75.4% | 0.00% | – |
Q3 2015 | $6,000 | – | 11,170 | – | 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% |