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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $1,325,000 | +106.7% | 22,966 | +101.5% | 0.41% | +45.4% |
Q1 2020 | $641,000 | +84.2% | 11,400 | +87.8% | 0.28% | +35.9% |
Q2 2019 | $348,000 | -13.2% | 6,071 | -15.6% | 0.21% | -24.0% |
Q1 2019 | $401,000 | -2.0% | 7,193 | -4.7% | 0.28% | -23.8% |
Q4 2018 | $409,000 | – | 7,545 | – | 0.36% | – |
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% |