VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 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 | $299,000 | +1.0% | 5,108 | +0.3% | 0.07% | -22.1% |
Q3 2020 | $296,000 | -75.8% | 5,094 | -76.5% | 0.09% | -93.5% |
Q1 2020 | $1,221,000 | -2.0% | 21,705 | -1.4% | 1.32% | +46.5% |
Q4 2019 | $1,246,000 | -9.9% | 22,019 | -6.3% | 0.90% | -15.4% |
Q3 2019 | $1,383,000 | -28.5% | 23,505 | -30.3% | 1.06% | -27.1% |
Q2 2019 | $1,934,000 | -10.8% | 33,746 | -13.2% | 1.46% | -9.0% |
Q1 2019 | $2,167,000 | -15.3% | 38,863 | -17.6% | 1.60% | -20.9% |
Q4 2018 | $2,557,000 | -5.3% | 47,139 | -4.8% | 2.03% | +7.1% |
Q3 2018 | $2,700,000 | -3.8% | 49,510 | -3.5% | 1.89% | -8.2% |
Q2 2018 | $2,806,000 | -3.6% | 51,291 | -3.6% | 2.06% | -5.5% |
Q1 2018 | $2,911,000 | +5.1% | 53,180 | +4.4% | 2.18% | +7.9% |
Q4 2017 | $2,769,000 | – | 50,935 | – | 2.02% | – |
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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% |