VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,643,000 | -5.0% | 31,339 | -0.1% | 1.02% | -11.4% |
| Q4 2021 | $1,730,000 | -9.0% | 31,380 | -6.0% | 1.15% | -9.3% |
| Q3 2021 | $1,902,000 | -2.2% | 33,400 | -1.9% | 1.27% | -2.2% |
| Q2 2021 | $1,944,000 | -2.8% | 34,048 | -2.8% | 1.30% | -18.6% |
| Q1 2021 | $2,000,000 | -29.5% | 35,020 | -27.7% | 1.59% | -27.7% |
| Q4 2020 | $2,836,000 | -3.8% | 48,429 | -4.4% | 2.20% | -11.8% |
| Q3 2020 | $2,948,000 | -9.3% | 50,674 | -10.0% | 2.50% | -16.1% |
| Q2 2020 | $3,252,000 | -0.9% | 56,323 | -3.4% | 2.98% | +4.7% |
| Q1 2020 | $3,280,000 | -10.8% | 58,300 | -10.3% | 2.84% | -18.4% |
| Q4 2019 | $3,676,000 | – | 64,968 | – | 3.48% | – |
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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% |