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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $421,000 | -10.2% | 8,506 | -4.8% | 0.06% | +8.6% |
| Q1 2022 | $469,000 | +37.9% | 8,935 | +45.1% | 0.06% | +41.5% |
| Q4 2021 | $340,000 | +16.8% | 6,157 | +20.3% | 0.04% | +5.1% |
| Q3 2021 | $291,000 | -48.1% | 5,117 | -47.9% | 0.04% | -48.7% |
| Q2 2021 | $561,000 | +5.1% | 9,819 | +4.9% | 0.08% | -3.8% |
| Q1 2021 | $534,000 | +4.7% | 9,357 | +7.5% | 0.08% | -2.5% |
| Q4 2020 | $510,000 | +12.3% | 8,703 | +11.4% | 0.08% | -6.9% |
| Q3 2020 | $454,000 | +35.5% | 7,809 | +34.7% | 0.09% | +20.8% |
| Q2 2020 | $335,000 | +64.2% | 5,798 | +59.7% | 0.07% | +22.0% |
| Q1 2020 | $204,000 | – | 3,630 | – | 0.06% | – |
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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% |