VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 486 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622 | -2.0% | 13 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $635 | +2.9% | 13 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $617 | -99.7% | 13 | -99.7% | 0.00% | -99.6% |
| Q4 2020 | $219,000 | -25.3% | 3,746 | -25.6% | 0.27% | -6.7% |
| Q3 2020 | $293,000 | +17.2% | 5,032 | +16.1% | 0.28% | +8.8% |
| Q2 2020 | $250,000 | +2.5% | 4,336 | 0.0% | 0.26% | -18.9% |
| Q1 2020 | $244,000 | +0.8% | 4,336 | +1.4% | 0.32% | +20.1% |
| Q4 2019 | $242,000 | -50.9% | 4,278 | -49.0% | 0.27% | -46.1% |
| Q3 2019 | $493,000 | -20.0% | 8,381 | -22.1% | 0.50% | -12.1% |
| Q2 2019 | $616,000 | +96755.3% | 10,758 | +82653.8% | 0.57% | +56700.0% |
| Q1 2010 | $636 | – | 13 | – | 0.00% | – |
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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% |