VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $28,648,000 | +20.0% | 524,791 | +19.5% | 0.17% | +12.5% |
| Q2 2017 | $23,869,000 | +60.6% | 439,115 | +59.9% | 0.15% | +52.0% |
| Q1 2017 | $14,863,000 | +53.4% | 274,580 | +53.9% | 0.10% | +38.9% |
| Q4 2016 | $9,689,000 | +17.5% | 178,469 | +21.3% | 0.07% | +10.8% |
| Q3 2016 | $8,245,000 | +5.4% | 147,120 | +4.7% | 0.06% | -1.5% |
| Q2 2016 | $7,824,000 | +43.5% | 140,460 | +40.5% | 0.07% | +34.7% |
| Q1 2016 | $5,454,000 | +13.8% | 99,995 | +10.3% | 0.05% | +8.9% |
| Q4 2015 | $4,794,000 | -10.6% | 90,663 | -10.5% | 0.04% | -19.6% |
| Q3 2015 | $5,360,000 | +18.5% | 101,260 | +17.2% | 0.06% | +24.4% |
| Q2 2015 | $4,525,000 | +57.2% | 86,401 | +62.4% | 0.04% | +50.0% |
| Q1 2015 | $2,879,000 | +105.2% | 53,218 | +101.5% | 0.03% | +87.5% |
| Q4 2014 | $1,403,000 | +48.5% | 26,414 | +45.7% | 0.02% | +45.5% |
| Q3 2014 | $945,000 | +25.0% | 18,132 | +23.3% | 0.01% | +22.2% |
| Q2 2014 | $756,000 | +23.1% | 14,706 | +21.3% | 0.01% | +12.5% |
| Q1 2014 | $614,000 | +174.1% | 12,123 | +168.0% | 0.01% | +166.7% |
| Q4 2013 | $224,000 | – | 4,524 | – | 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% |