NORTHERN TRUST CORP - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHERN TRUST CORP ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$1,068,379
+6577.4%
22,337
-24.3%
0.00%
Q4 2021$16,000
-20.0%
29,490
-16.5%
0.00%
Q3 2021$20,0000.0%35,338
+1.5%
0.00%
Q2 2021$20,000
+11.1%
34,824
+9.5%
0.00%
Q1 2021$18,000
-10.0%
31,807
-5.8%
0.00%
Q4 2020$20,0000.0%33,757
-1.5%
0.00%
Q3 2020$20,000
-4.8%
34,273
-3.7%
0.00%
Q2 2020$21,000
+61.5%
35,575
+52.0%
0.00%
Q1 2019$13,000
+8.3%
23,407
+5.0%
0.00%
Q4 2018$12,000
-20.0%
22,292
-21.2%
0.00%
Q3 2018$15,000
-40.0%
28,285
-37.2%
0.00%
Q2 2018$25,000
-49.0%
45,066
-49.4%
0.00%
Q1 2018$49,000
-48.4%
89,036
-49.1%
0.00%
Q4 2017$95,000
+1.1%
175,077
+1.2%
0.00%
Q3 2017$94,000
+5.6%
172,973
+6.2%
0.00%
Q2 2017$89,000
+4.7%
162,884
+3.3%
0.00%
Q1 2017$85,000
+23.2%
157,747
+24.4%
0.00%
Q4 2016$69,000
+35.3%
126,822
+38.7%
0.00%
Q3 2016$51,000
-1.9%
91,420
-1.9%
0.00%
Q2 2016$52,000
+188.9%
93,213
+185.4%
0.00%
Q1 2016$18,000
+80.0%
32,664
+66.7%
0.00%
Q4 2015$10,000
+66.7%
19,592
+75.4%
0.00%
Q3 2015$6,00011,1700.00%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 564,855$30,666,00021.22%
Annex Advisory Services, LLC 931,584$50,576,00012.28%
Symmetry Partners, LLC 284,375$15,439,00010.83%
Wilshire Advisors LLC 241,250$13,051,00010.34%
AllSquare Wealth Management LLC 188,118$10,213,0009.37%
RETIREMENT CAPITAL STRATEGIES 285,799$15,462,0008.94%
Boston Standard Wealth Management, LLC 199,678$10,841,000,0008.58%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 450,202$24,442,0006.61%
HT Partners LLC 201,909$10,962,0005.83%
Peak Financial Management, Inc. 462,684$25,120,0005.47%
View complete list of VANGUARD CHARLOTTE FDS shareholders