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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $2,501,000 | -4.1% | 43,904 | -3.9% | 0.17% | -5.1% |
Q2 2021 | $2,609,000 | -70.3% | 45,693 | -70.3% | 0.18% | -72.6% |
Q1 2021 | $8,784,000 | +33.6% | 153,776 | +36.9% | 0.64% | +27.1% |
Q4 2020 | $6,577,000 | +26.2% | 112,328 | +25.1% | 0.50% | +11.0% |
Q3 2020 | $5,213,000 | +130.6% | 89,823 | +129.3% | 0.46% | +108.7% |
Q2 2020 | $2,261,000 | +0.4% | 39,165 | -2.2% | 0.22% | -15.8% |
Q1 2020 | $2,253,000 | -47.0% | 40,054 | -46.7% | 0.26% | -34.9% |
Q4 2019 | $4,252,000 | +0.3% | 75,154 | +4.3% | 0.40% | -11.9% |
Q3 2019 | $4,239,000 | -9.2% | 72,062 | -11.6% | 0.45% | -7.0% |
Q2 2019 | $4,670,000 | -54.4% | 81,505 | -55.7% | 0.49% | -56.5% |
Q1 2019 | $10,252,000 | -5.7% | 183,834 | -8.3% | 1.12% | -17.2% |
Q4 2018 | $10,877,000 | – | 200,496 | – | 1.35% | – |
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% |