VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $11,674,000 | +4160.6% | 211,633 | +4307.2% | 0.46% | +3400.0% |
Q3 2021 | $274,000 | 0.0% | 4,802 | 0.0% | 0.01% | -13.3% |
Q2 2021 | $274,000 | 0.0% | 4,802 | 0.0% | 0.02% | -6.2% |
Q1 2021 | $274,000 | -2.5% | 4,802 | 0.0% | 0.02% | -5.9% |
Q4 2020 | $281,000 | -65.1% | 4,802 | -65.3% | 0.02% | -69.6% |
Q3 2020 | $806,000 | +191.0% | 13,856 | +188.5% | 0.06% | +143.5% |
Q2 2020 | $277,000 | +2.6% | 4,802 | 0.0% | 0.02% | -20.7% |
Q1 2020 | $270,000 | -9.4% | 4,802 | -8.9% | 0.03% | +38.1% |
Q4 2019 | $298,000 | -3.9% | 5,270 | 0.0% | 0.02% | -4.5% |
Q3 2019 | $310,000 | +2.6% | 5,270 | 0.0% | 0.02% | -4.3% |
Q2 2019 | $302,000 | – | 5,270 | – | 0.02% | – |
Download |
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% |