VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $20,000 | +17.6% | 359 | +13.2% | 0.04% | +10.0% |
| Q2 2018 | $17,000 | -10.5% | 317 | -9.2% | 0.04% | -20.0% |
| Q1 2018 | $19,000 | +11.8% | 349 | +11.1% | 0.05% | +25.0% |
| Q4 2017 | $17,000 | -22.7% | 314 | -23.4% | 0.04% | +2.6% |
| Q3 2017 | $22,000 | +15.8% | 410 | +20.2% | 0.04% | +25.8% |
| Q2 2017 | $19,000 | +46.2% | 341 | +40.9% | 0.03% | +63.2% |
| Q1 2017 | $13,000 | 0.0% | 242 | 0.0% | 0.02% | -13.6% |
| Q4 2016 | $13,000 | +85.7% | 242 | -87.9% | 0.02% | +83.3% |
| Q3 2016 | $7,000 | +133.3% | 2,000 | +3746.2% | 0.01% | +140.0% |
| Q2 2016 | $3,000 | 0.0% | 52 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | +50.0% | 52 | +15.6% | 0.00% | +33.3% |
| Q3 2015 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $2,000 | +100.0% | 45 | +87.5% | 0.00% | +100.0% |
| Q1 2015 | $1,000 | – | 24 | – | 0.00% | – |
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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% |