VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,797 | -2.3% | 4,333 | -2.3% | 0.04% | -6.8% |
| Q1 2023 | $216,862 | +1.5% | 4,433 | -1.6% | 0.04% | -4.3% |
| Q4 2022 | $213,672 | -29.9% | 4,505 | -29.4% | 0.05% | -35.2% |
| Q3 2022 | $305,000 | -11.6% | 6,385 | -8.3% | 0.07% | +1.4% |
| Q2 2022 | $345,000 | -7.3% | 6,964 | -1.9% | 0.07% | +12.9% |
| Q1 2022 | $372,000 | -14.3% | 7,101 | -9.7% | 0.06% | -10.1% |
| Q4 2021 | $434,000 | -3.1% | 7,862 | 0.0% | 0.07% | -40.0% |
| Q3 2021 | $448,000 | -3.0% | 7,862 | -2.8% | 0.12% | -3.4% |
| Q2 2021 | $462,000 | -0.4% | 8,092 | -0.4% | 0.12% | -25.2% |
| Q1 2021 | $464,000 | -22.3% | 8,121 | -20.4% | 0.16% | +26.2% |
| Q4 2020 | $597,000 | – | 10,202 | – | 0.13% | – |
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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% |