VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 54 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.01% | +100.0% |
| Q2 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $5,000 | 0.0% | 87 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $5,000 | -99.9% | 87 | -99.9% | 0.00% | -99.8% |
| Q3 2016 | $4,630,000 | +1.8% | 82,618 | +1.1% | 1.29% | +101.4% |
| Q2 2016 | $4,550,000 | +0.3% | 81,696 | -1.8% | 0.64% | +4.4% |
| Q1 2016 | $4,537,000 | +91.4% | 83,187 | +85.5% | 0.62% | +99.0% |
| Q4 2015 | $2,371,000 | -1.0% | 44,844 | -0.9% | 0.31% | -19.3% |
| Q3 2015 | $2,395,000 | +2.3% | 45,256 | +1.3% | 0.38% | +14.3% |
| Q2 2015 | $2,341,000 | 0.0% | 44,693 | +3.3% | 0.34% | -34.6% |
| Q1 2015 | $2,341,000 | +5.5% | 43,272 | +3.6% | 0.51% | +1.4% |
| Q4 2014 | $2,218,000 | +7.6% | 41,765 | +5.6% | 0.50% | +24.4% |
| Q3 2014 | $2,061,000 | +1.1% | 39,544 | -0.3% | 0.41% | +16.7% |
| Q2 2014 | $2,038,000 | -0.6% | 39,649 | -2.1% | 0.35% | +4.5% |
| Q1 2014 | $2,050,000 | +5.5% | 40,505 | +3.4% | 0.33% | +0.9% |
| Q4 2013 | $1,944,000 | – | 39,175 | – | 0.33% | – |
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% |