VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,051 | +1.3% | 57,413 | +3.6% | 2.53% | +5.4% |
| Q2 2023 | $2,709,993 | -0.8% | 55,444 | -0.8% | 2.40% | -3.9% |
| Q1 2023 | $2,732,974 | +4.7% | 55,867 | +1.5% | 2.50% | -1.3% |
| Q4 2022 | $2,610,990 | -5.3% | 55,050 | -4.7% | 2.53% | -11.9% |
| Q3 2022 | $2,756,000 | -5.0% | 57,738 | -1.4% | 2.87% | +2.7% |
| Q2 2022 | $2,902,000 | -8.6% | 58,585 | -3.1% | 2.79% | +5.8% |
| Q1 2022 | $3,175,000 | -5.0% | 60,469 | -0.2% | 2.64% | +9.9% |
| Q4 2021 | $3,342,000 | -0.9% | 60,580 | +2.3% | 2.40% | -2.8% |
| Q3 2021 | $3,374,000 | +1.8% | 59,240 | +2.1% | 2.47% | +3.3% |
| Q2 2021 | $3,313,000 | +2.2% | 58,023 | +2.2% | 2.39% | -1.2% |
| Q1 2021 | $3,243,000 | +11.5% | 56,767 | +14.3% | 2.42% | -5.1% |
| Q4 2020 | $2,908,000 | +9.7% | 49,662 | +8.9% | 2.55% | -7.6% |
| Q3 2020 | $2,652,000 | +0.6% | 45,586 | -0.2% | 2.76% | -6.1% |
| Q2 2020 | $2,637,000 | -2.2% | 45,670 | -4.7% | 2.94% | -17.8% |
| Q1 2020 | $2,696,000 | -5.9% | 47,922 | -5.4% | 3.57% | +28.2% |
| Q4 2019 | $2,865,000 | – | 50,636 | – | 2.78% | – |
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% |