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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $114,474 | +96.1% | 2,394 | +100.5% | 0.00% | -25.0% |
Q2 2023 | $58,381 | +965.3% | 1,194 | +966.1% | 0.00% | – |
Q1 2023 | $5,480 | +82.7% | 112 | +138.3% | 0.00% | – |
Q4 2021 | $3,000 | -40.0% | 47 | -48.9% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -100.0% |
Q3 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -99.4% | 92 | -99.4% | 0.00% | -99.1% |
Q2 2019 | $869,000 | +17.0% | 15,172 | +13.9% | 0.12% | +13.7% |
Q1 2019 | $743,000 | +44.6% | 13,320 | +40.5% | 0.10% | +27.5% |
Q4 2018 | $514,000 | +13.2% | 9,480 | +13.9% | 0.08% | +29.0% |
Q3 2018 | $454,000 | +85.3% | 8,324 | +85.9% | 0.06% | +77.1% |
Q2 2018 | $245,000 | – | 4,478 | – | 0.04% | – |
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% |