VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $21,000 | -82.4% | 374 | -82.0% | 0.01% | -82.1% |
Q2 2021 | $119,000 | -91.7% | 2,080 | -91.7% | 0.06% | -92.3% |
Q1 2021 | $1,426,000 | -73.5% | 24,972 | -72.8% | 0.72% | -75.3% |
Q4 2020 | $5,373,000 | +10.4% | 91,756 | +9.7% | 2.93% | -5.8% |
Q3 2020 | $4,865,000 | +9.1% | 83,623 | +8.2% | 3.11% | -1.2% |
Q2 2020 | $4,460,000 | +8.2% | 77,259 | +5.5% | 3.14% | -7.8% |
Q1 2020 | $4,121,000 | +21.7% | 73,242 | +22.3% | 3.41% | +35.8% |
Q4 2019 | $3,387,000 | +29.0% | 59,864 | +34.1% | 2.51% | +21.7% |
Q3 2019 | $2,626,000 | +22.7% | 44,635 | +19.5% | 2.06% | +16.0% |
Q2 2019 | $2,140,000 | +91.6% | 37,349 | +86.5% | 1.78% | +81.7% |
Q1 2019 | $1,117,000 | – | 20,025 | – | 0.98% | – |
Download |
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% |