VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 169 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $692 | +8.0% | 14,473 | +10.3% | 0.05% | +9.1% |
Q2 2023 | $641 | +5.6% | 13,116 | +5.7% | 0.04% | +2.3% |
Q1 2023 | $607 | -2.4% | 12,405 | -5.4% | 0.04% | -8.5% |
Q4 2022 | $622 | -99.9% | 13,108 | -19.9% | 0.05% | -24.2% |
Q3 2022 | $781,000 | -4.6% | 16,363 | -1.1% | 0.06% | -1.6% |
Q2 2022 | $819,000 | +5.5% | 16,538 | +11.8% | 0.06% | +18.9% |
Q1 2022 | $776,000 | -5.1% | 14,790 | -0.2% | 0.05% | -1.9% |
Q4 2021 | $818,000 | -12.8% | 14,825 | -9.9% | 0.05% | -22.9% |
Q3 2021 | $938,000 | -3.4% | 16,463 | -3.2% | 0.07% | -11.4% |
Q2 2021 | $971,000 | 0.0% | 17,002 | 0.0% | 0.08% | 0.0% |
Q1 2021 | $971,000 | +2.0% | 17,002 | +4.5% | 0.08% | -3.7% |
Q4 2020 | $952,000 | +46.7% | 16,263 | +45.9% | 0.08% | +46.4% |
Q3 2020 | $649,000 | +47.5% | 11,147 | +46.2% | 0.06% | +30.2% |
Q2 2020 | $440,000 | +15.5% | 7,626 | +12.6% | 0.04% | -2.3% |
Q1 2020 | $381,000 | +57.4% | 6,770 | +58.2% | 0.04% | +91.3% |
Q4 2019 | $242,000 | -4.0% | 4,280 | 0.0% | 0.02% | -11.5% |
Q3 2019 | $252,000 | +16.1% | 4,280 | +13.2% | 0.03% | +13.0% |
Q2 2019 | $217,000 | -4.0% | 3,780 | -6.8% | 0.02% | -30.3% |
Q2 2016 | $226,000 | +4.1% | 4,056 | +2.1% | 0.03% | 0.0% |
Q1 2016 | $217,000 | +8.0% | 3,972 | +4.4% | 0.03% | +13.8% |
Q4 2015 | $201,000 | 0.0% | 3,804 | +0.3% | 0.03% | -9.4% |
Q3 2015 | $201,000 | -11.1% | 3,792 | -12.1% | 0.03% | -8.6% |
Q2 2015 | $226,000 | -91.1% | 4,314 | -90.9% | 0.04% | -90.9% |
Q1 2015 | $2,551,000 | +59.9% | 47,153 | +57.0% | 0.39% | +56.9% |
Q4 2014 | $1,595,000 | – | 30,025 | – | 0.25% | – |
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% |