VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $3,008,000 | +12.0% | 52,646 | +12.1% | 0.89% | -9.6% |
Q1 2021 | $2,686,000 | +64.9% | 46,949 | +68.9% | 0.98% | +53.5% |
Q4 2020 | $1,629,000 | +31.9% | 27,801 | +30.9% | 0.64% | -1.2% |
Q3 2020 | $1,235,000 | +81.9% | 21,232 | +80.5% | 0.65% | +36.8% |
Q2 2020 | $679,000 | -43.5% | 11,760 | -45.0% | 0.47% | -60.2% |
Q1 2020 | $1,202,000 | – | 21,368 | – | 1.19% | – |
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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% |