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 2021 | $221,000 | -4.7% | 3,876 | -4.6% | 0.03% | +47.4% |
| Q1 2021 | $232,000 | +6.4% | 4,064 | +9.0% | 0.02% | -42.4% |
| Q4 2020 | $218,000 | +4.3% | 3,727 | +4.0% | 0.03% | -47.6% |
| Q3 2020 | $209,000 | +4.0% | 3,585 | +3.2% | 0.06% | +21.2% |
| Q2 2020 | $201,000 | -2.0% | 3,473 | -7.4% | 0.05% | -34.2% |
| Q3 2018 | $205,000 | 0.0% | 3,750 | 0.0% | 0.08% | +61.2% |
| Q2 2018 | $205,000 | – | 3,750 | – | 0.05% | – |
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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% |