VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,643,000 | -51.9% | 69,471 | -48.6% | 1.02% | -2.6% |
| Q4 2021 | $7,577,000 | +99.5% | 135,178 | +102.7% | 1.05% | -3.8% |
| Q3 2021 | $3,798,000 | +0.9% | 66,674 | +1.1% | 1.09% | +1.3% |
| Q2 2021 | $3,764,000 | +3.8% | 65,924 | +3.8% | 1.08% | -1.2% |
| Q1 2021 | $3,627,000 | -1.2% | 63,499 | +1.3% | 1.09% | -7.7% |
| Q4 2020 | $3,670,000 | +1.5% | 62,690 | +0.9% | 1.18% | -8.9% |
| Q3 2020 | $3,616,000 | +2.2% | 62,145 | +1.4% | 1.30% | +0.7% |
| Q2 2020 | $3,538,000 | +4.8% | 61,286 | +2.1% | 1.29% | -9.0% |
| Q1 2020 | $3,377,000 | +2.4% | 60,025 | +3.0% | 1.42% | +21.8% |
| Q4 2019 | $3,299,000 | -4.2% | 58,298 | -0.4% | 1.16% | -7.8% |
| Q3 2019 | $3,444,000 | +2.8% | 58,548 | +0.2% | 1.26% | +1.8% |
| Q2 2019 | $3,350,000 | +4.0% | 58,459 | +1.2% | 1.24% | +1.3% |
| Q1 2019 | $3,221,000 | +4.6% | 57,764 | +1.8% | 1.22% | -5.7% |
| Q4 2018 | $3,079,000 | -2.2% | 56,761 | -1.6% | 1.30% | +16.7% |
| Q3 2018 | $3,147,000 | +0.3% | 57,692 | +0.6% | 1.11% | -2.1% |
| Q2 2018 | $3,138,000 | +0.2% | 57,348 | +0.2% | 1.14% | -0.4% |
| Q1 2018 | $3,131,000 | +3.2% | 57,215 | +2.5% | 1.14% | +3.8% |
| Q4 2017 | $3,034,000 | +0.3% | 55,803 | +0.7% | 1.10% | -4.2% |
| Q3 2017 | $3,026,000 | +1.1% | 55,437 | +0.7% | 1.15% | -2.9% |
| Q2 2017 | $2,992,000 | +1.9% | 55,034 | +1.5% | 1.18% | +0.3% |
| Q1 2017 | $2,936,000 | -1.8% | 54,246 | -1.5% | 1.18% | -3.3% |
| Q4 2016 | $2,989,000 | +0.5% | 55,057 | +3.7% | 1.22% | +2.8% |
| Q3 2016 | $2,975,000 | +0.8% | 53,095 | +0.3% | 1.18% | +0.7% |
| Q2 2016 | $2,950,000 | +1.0% | 52,962 | -1.1% | 1.18% | +0.9% |
| Q1 2016 | $2,922,000 | +0.8% | 53,574 | -2.2% | 1.17% | +1.8% |
| Q4 2015 | $2,898,000 | – | 54,805 | – | 1.15% | – |
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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% |