VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,188,263 | +272.5% | 25,053 | +288.6% | 0.29% | +203.2% |
| Q2 2022 | $319,000 | -7.0% | 6,447 | -1.3% | 0.10% | +2.2% |
| Q1 2022 | $343,000 | -25.8% | 6,535 | -21.9% | 0.09% | -16.2% |
| Q4 2021 | $462,000 | +29.4% | 8,369 | +33.6% | 0.11% | +8.8% |
| Q3 2021 | $357,000 | -32.3% | 6,263 | -32.2% | 0.10% | -43.3% |
| Q1 2021 | $527,000 | +91.6% | 9,231 | +96.5% | 0.18% | +73.1% |
| Q4 2020 | $275,000 | -76.8% | 4,698 | -76.9% | 0.10% | -79.9% |
| Q3 2020 | $1,184,000 | +142.6% | 20,347 | +140.9% | 0.52% | +116.7% |
| Q2 2020 | $488,000 | -14.8% | 8,447 | -17.1% | 0.24% | -26.0% |
| Q1 2020 | $573,000 | +73.1% | 10,187 | +74.0% | 0.32% | +93.4% |
| Q4 2019 | $331,000 | – | 5,853 | – | 0.17% | – |
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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% |