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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $281,000 | +0.4% | 4,915 | +0.2% | 0.05% | -8.0% |
| Q1 2021 | $280,000 | -2.4% | 4,905 | +0.2% | 0.05% | -9.1% |
| Q4 2020 | $287,000 | +1.1% | 4,897 | +0.5% | 0.06% | -12.7% |
| Q3 2020 | $284,000 | +26.8% | 4,875 | +25.5% | 0.06% | +12.5% |
| Q2 2020 | $224,000 | -7.1% | 3,885 | -9.4% | 0.06% | -24.3% |
| Q1 2020 | $241,000 | -0.4% | 4,288 | +0.2% | 0.07% | +23.3% |
| Q4 2019 | $242,000 | -1.2% | 4,281 | +2.7% | 0.06% | -11.8% |
| Q3 2019 | $245,000 | +9.4% | 4,170 | +6.5% | 0.07% | +4.6% |
| Q2 2019 | $224,000 | +2.8% | 3,917 | +0.3% | 0.06% | -5.8% |
| Q1 2019 | $218,000 | +2.8% | 3,906 | +0.2% | 0.07% | -1.4% |
| Q4 2018 | $212,000 | +1.9% | 3,899 | +2.3% | 0.07% | +25.0% |
| Q3 2018 | $208,000 | – | 3,811 | – | 0.06% | – |
Download | ||||||
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% |