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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1 | -100.0% | 33 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | -75.0% | 33 | -80.1% | 0.00% | -100.0% |
Q2 2022 | $8,000 | -81.0% | 166 | -79.5% | 0.00% | -75.0% |
Q1 2022 | $42,000 | -6.7% | 808 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $45,000 | -52.1% | 808 | -51.0% | 0.01% | -52.9% |
Q3 2021 | $94,000 | 0.0% | 1,650 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $94,000 | +235.7% | 1,650 | +240.9% | 0.02% | +240.0% |
Q1 2021 | $28,000 | -28.2% | 484 | -27.4% | 0.01% | -37.5% |
Q4 2020 | $39,000 | -2.5% | 667 | -3.2% | 0.01% | -11.1% |
Q3 2020 | $40,000 | 0.0% | 689 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $40,000 | +2.6% | 689 | 0.0% | 0.01% | -18.2% |
Q1 2020 | $39,000 | – | 689 | – | 0.01% | – |
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% |