VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,861,000 | -40.1% | 92,705 | -36.9% | 0.88% | -38.1% |
| Q4 2021 | $8,109,000 | -3.3% | 147,006 | -0.1% | 1.42% | -11.8% |
| Q3 2021 | $8,383,000 | +2.1% | 147,168 | +2.4% | 1.62% | +4.2% |
| Q2 2021 | $8,207,000 | +2.8% | 143,730 | +2.9% | 1.55% | -2.5% |
| Q1 2021 | $7,980,000 | +4.8% | 139,715 | +7.4% | 1.59% | +0.4% |
| Q4 2020 | $7,614,000 | +12.3% | 130,030 | +11.6% | 1.58% | +5.9% |
| Q3 2020 | $6,779,000 | +18.8% | 116,505 | +17.9% | 1.50% | +5.8% |
| Q2 2020 | $5,705,000 | +25.5% | 98,817 | +22.3% | 1.41% | +14.5% |
| Q1 2020 | $4,546,000 | +26.5% | 80,804 | +27.2% | 1.24% | +69.9% |
| Q4 2019 | $3,595,000 | +68.3% | 63,544 | +75.0% | 0.73% | +56.7% |
| Q3 2019 | $2,136,000 | +62.4% | 36,314 | +58.2% | 0.46% | +53.1% |
| Q2 2019 | $1,315,000 | +108.1% | 22,949 | +102.4% | 0.30% | +98.0% |
| Q1 2019 | $632,000 | – | 11,338 | – | 0.15% | – |
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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% |