VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,985,000 | +0.6% | 133,201 | +5.8% | 1.49% | -8.7% |
| Q4 2021 | $6,943,000 | +3.2% | 125,871 | +6.6% | 1.63% | 0.0% |
| Q3 2021 | $6,726,000 | +6.4% | 118,076 | +6.6% | 1.63% | +1.0% |
| Q2 2021 | $6,324,000 | +13.1% | 110,757 | +13.1% | 1.62% | -1.8% |
| Q1 2021 | $5,591,000 | +1.9% | 97,889 | +4.4% | 1.65% | -7.1% |
| Q4 2020 | $5,489,000 | +5.1% | 93,746 | +4.4% | 1.77% | +12.4% |
| Q3 2020 | $5,223,000 | +1.5% | 89,769 | +0.7% | 1.58% | -8.2% |
| Q2 2020 | $5,145,000 | +450.9% | 89,115 | +437.0% | 1.72% | +360.6% |
| Q1 2020 | $934,000 | -6.7% | 16,596 | -6.2% | 0.37% | +10.7% |
| Q4 2019 | $1,001,000 | +1.9% | 17,685 | +6.0% | 0.34% | -8.4% |
| Q3 2019 | $982,000 | +16.8% | 16,686 | +13.7% | 0.37% | +8.9% |
| Q2 2019 | $841,000 | +8.9% | 14,673 | +6.1% | 0.34% | -1.2% |
| Q1 2019 | $772,000 | -1.5% | 13,835 | -4.3% | 0.34% | -15.1% |
| Q4 2018 | $784,000 | – | 14,457 | – | 0.40% | – |
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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% |