VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $398,000 | +3.4% | 7,290 | +3.7% | 0.02% | +7.1% |
| Q2 2018 | $385,000 | +17.4% | 7,030 | +17.2% | 0.01% | +27.3% |
| Q1 2018 | $328,000 | +22.4% | 6,000 | +22.0% | 0.01% | +22.2% |
| Q4 2017 | $268,000 | +30.7% | 4,920 | +31.2% | 0.01% | +28.6% |
| Q3 2017 | $205,000 | -99.0% | 3,750 | -99.0% | 0.01% | -98.8% |
| Q1 2016 | $20,039,000 | +2.4% | 367,420 | -0.7% | 0.59% | -23.5% |
| Q4 2015 | $19,563,000 | -14.3% | 369,954 | -14.2% | 0.77% | -39.1% |
| Q3 2015 | $22,821,000 | -4.2% | 431,162 | -5.2% | 1.27% | +8.7% |
| Q2 2015 | $23,825,000 | -29.6% | 454,939 | -27.3% | 1.17% | +11.7% |
| Q1 2015 | $33,847,000 | +16.6% | 625,751 | +14.5% | 1.04% | +62.1% |
| Q4 2014 | $29,023,000 | +14.3% | 546,470 | +12.1% | 0.64% | -39.7% |
| Q3 2014 | $25,394,000 | +17.4% | 487,316 | +15.9% | 1.07% | +137.3% |
| Q2 2014 | $21,622,000 | +0.1% | 420,574 | -1.4% | 0.45% | -49.9% |
| Q1 2014 | $21,594,000 | +6.2% | 426,676 | +4.2% | 0.90% | +121.7% |
| Q4 2013 | $20,325,000 | – | 409,614 | – | 0.40% | – |
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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% |