VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $273,000 | -17.5% | 4,655 | -18.1% | 0.06% | +7.5% |
| Q3 2020 | $331,000 | -3.5% | 5,687 | -4.2% | 0.05% | -10.2% |
| Q2 2020 | $343,000 | -3.1% | 5,937 | -5.7% | 0.06% | -21.3% |
| Q1 2020 | $354,000 | +33.6% | 6,295 | +34.4% | 0.08% | +78.6% |
| Q4 2019 | $265,000 | -9.6% | 4,685 | -6.0% | 0.04% | -19.2% |
| Q3 2019 | $293,000 | -55.2% | 4,985 | -56.4% | 0.05% | -45.8% |
| Q2 2019 | $654,000 | +133.6% | 11,424 | +123.6% | 0.10% | +81.1% |
| Q1 2018 | $280,000 | -52.8% | 5,110 | -53.2% | 0.05% | -51.4% |
| Q4 2017 | $593,000 | -0.5% | 10,910 | 0.0% | 0.11% | -47.6% |
| Q3 2017 | $596,000 | -55.8% | 10,910 | -56.2% | 0.21% | -58.7% |
| Q1 2017 | $1,348,000 | -0.3% | 24,900 | 0.0% | 0.50% | -6.0% |
| Q4 2016 | $1,352,000 | -3.1% | 24,900 | 0.0% | 0.54% | -10.5% |
| Q3 2016 | $1,395,000 | +0.6% | 24,900 | 0.0% | 0.60% | +2.7% |
| Q2 2016 | $1,387,000 | – | 24,900 | – | 0.58% | – |
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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% |