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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,512 | -71.9% | 1,683 | -71.3% | 0.04% | -71.4% |
| Q2 2023 | $286,820 | -3.8% | 5,868 | -3.7% | 0.14% | -11.4% |
| Q1 2023 | $298,003 | +0.8% | 6,092 | -2.3% | 0.16% | -7.6% |
| Q4 2022 | $295,653 | -0.1% | 6,233 | +0.7% | 0.17% | -1.7% |
| Q3 2022 | $296,000 | -5.1% | 6,192 | -1.8% | 0.17% | -10.3% |
| Q2 2022 | $312,000 | -9.8% | 6,304 | -4.6% | 0.19% | +14.1% |
| Q1 2022 | $346,000 | +36.2% | 6,605 | +43.5% | 0.17% | +41.7% |
| Q4 2021 | $254,000 | -1.2% | 4,603 | +2.2% | 0.12% | -25.5% |
| Q3 2021 | $257,000 | -41.6% | 4,504 | -41.5% | 0.16% | -40.4% |
| Q2 2021 | $440,000 | +0.7% | 7,703 | +0.6% | 0.27% | -15.9% |
| Q1 2021 | $437,000 | +1981.0% | 7,659 | +2039.4% | 0.32% | +1788.2% |
| Q4 2020 | $21,000 | +40.0% | 358 | +36.6% | 0.02% | +13.3% |
| Q3 2020 | $15,000 | – | 262 | – | 0.02% | – |
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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% |