VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $46,272,000 | +1.7% | 822,462 | +2.3% | 17.33% | +9.8% |
| Q4 2019 | $45,480,000 | +11.2% | 803,814 | +15.6% | 15.79% | -1.1% |
| Q3 2019 | $40,892,000 | +18.5% | 695,087 | +15.4% | 15.96% | +6.5% |
| Q2 2019 | $34,518,000 | +5.3% | 602,411 | +2.5% | 14.99% | -6.3% |
| Q1 2019 | $32,770,000 | +8.1% | 587,588 | +5.2% | 15.99% | -3.4% |
| Q4 2018 | $30,314,000 | +5.5% | 558,779 | +6.1% | 16.56% | -24.8% |
| Q3 2018 | $28,723,000 | +3.7% | 526,645 | +4.1% | 22.03% | -12.7% |
| Q2 2018 | $27,688,000 | +3.4% | 506,099 | +3.4% | 25.24% | -4.3% |
| Q1 2018 | $26,783,000 | +6.7% | 489,361 | +6.0% | 26.38% | -4.6% |
| Q4 2017 | $25,099,000 | – | 461,640 | – | 27.65% | – |
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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% |