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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |