VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 665 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $296,000 | +2.1% | 5,191 | +2.2% | 0.00% | – |
| Q2 2021 | $290,000 | -2.0% | 5,078 | -2.1% | 0.00% | – |
| Q1 2021 | $296,000 | -0.7% | 5,186 | +1.8% | 0.00% | – |
| Q4 2020 | $298,000 | +6.0% | 5,093 | +5.4% | 0.00% | – |
| Q3 2020 | $281,000 | +2.2% | 4,831 | +1.4% | 0.00% | – |
| Q2 2020 | $275,000 | +3.4% | 4,766 | +0.8% | 0.00% | – |
| Q1 2020 | $266,000 | +26.1% | 4,727 | +21.4% | 0.00% | – |
| Q4 2018 | $211,000 | – | 3,895 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
| Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
| Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
| Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
| Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
| RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
| AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
| HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
| Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |