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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,190,826 | +66.3% | 44,793 | +62.2% | 0.82% | +52.2% |
| Q3 2023 | $1,317,728 | -2.1% | 27,614 | +0.2% | 0.54% | +2.3% |
| Q2 2023 | $1,346,524 | +10.0% | 27,548 | +10.1% | 0.53% | +4.8% |
| Q1 2023 | $1,223,813 | -50.7% | 25,017 | -52.2% | 0.50% | -40.4% |
| Q4 2022 | $2,480,865 | -14.7% | 52,306 | -14.6% | 0.84% | -24.6% |
| Q3 2022 | $2,908,000 | +131.5% | 61,251 | +142.6% | 1.12% | +123.8% |
| Q2 2022 | $1,256,000 | -8.0% | 25,245 | -3.0% | 0.50% | -50.4% |
| Q1 2022 | $1,365,000 | +0.3% | 26,025 | +4.8% | 1.01% | +92.2% |
| Q4 2021 | $1,361,000 | -1.5% | 24,836 | +1.9% | 0.53% | -0.9% |
| Q3 2021 | $1,382,000 | -9.3% | 24,374 | -7.9% | 0.53% | -21.9% |
| Q2 2021 | $1,524,000 | +1.5% | 26,454 | +0.5% | 0.68% | -42.7% |
| Q1 2021 | $1,502,000 | +65.8% | 26,320 | +70.0% | 1.19% | +48.8% |
| Q4 2020 | $906,000 | – | 15,478 | – | 0.80% | – |
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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% |