VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $238,000 | +0.8% | 4,098 | +0.1% | 0.07% | -15.9% |
| Q2 2020 | $236,000 | -2.1% | 4,093 | -4.3% | 0.08% | -24.1% |
| Q1 2020 | $241,000 | -2.0% | 4,279 | -1.6% | 0.11% | +17.4% |
| Q4 2019 | $246,000 | -5.7% | 4,349 | -1.9% | 0.09% | -17.9% |
| Q3 2019 | $261,000 | -11.2% | 4,433 | -13.5% | 0.11% | -4.3% |
| Q2 2019 | $294,000 | -8.1% | 5,123 | -10.6% | 0.12% | -30.4% |
| Q1 2019 | $320,000 | +1.9% | 5,730 | +0.0% | 0.17% | -11.1% |
| Q4 2018 | $314,000 | – | 5,729 | – | 0.19% | – |
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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% |