VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | -99.9% | 28 | -99.9% | 0.00% | -100.0% |
| Q3 2021 | $2,412,000 | -1.6% | 42,361 | -1.3% | 0.31% | -20.4% |
| Q2 2021 | $2,450,000 | +3.6% | 42,900 | +3.6% | 0.39% | -7.1% |
| Q1 2021 | $2,365,000 | -9.0% | 41,408 | -6.7% | 0.42% | -14.6% |
| Q4 2020 | $2,600,000 | +3.4% | 44,397 | +2.7% | 0.49% | -5.0% |
| Q3 2020 | $2,514,000 | -10.3% | 43,210 | -11.0% | 0.52% | -14.0% |
| Q2 2020 | $2,803,000 | +47.1% | 48,543 | +43.3% | 0.60% | +25.8% |
| Q1 2020 | $1,906,000 | +1.3% | 33,886 | +1.8% | 0.48% | +17.3% |
| Q4 2019 | $1,882,000 | +1.8% | 33,276 | +5.9% | 0.41% | -2.6% |
| Q3 2019 | $1,849,000 | +0.1% | 31,436 | -2.5% | 0.42% | +5.0% |
| Q2 2019 | $1,848,000 | -7.6% | 32,252 | -10.1% | 0.40% | -8.2% |
| Q1 2019 | $2,001,000 | – | 35,890 | – | 0.44% | – |
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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% |