VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,984 | -99.7% | 62,906 | +230.6% | 1.48% | +134.1% |
| Q2 2022 | $943,000 | -67.2% | 19,028 | -63.5% | 0.63% | -54.1% |
| Q4 2021 | $2,874,000 | -38.1% | 52,104 | -35.9% | 1.38% | -60.1% |
| Q2 2021 | $4,641,000 | +1057.4% | 81,282 | +1057.7% | 3.46% | +896.5% |
| Q1 2021 | $401,000 | -64.0% | 7,021 | -63.1% | 0.35% | -60.4% |
| Q4 2020 | $1,113,000 | -43.3% | 19,014 | -43.7% | 0.88% | -52.7% |
| Q3 2020 | $1,964,000 | +80.2% | 33,759 | +78.8% | 1.86% | +67.7% |
| Q2 2020 | $1,090,000 | +81.7% | 18,880 | +77.9% | 1.11% | +113.1% |
| Q4 2019 | $600,000 | – | 10,612 | – | 0.52% | – |
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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% |