VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 245 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2016. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,064 | -81.7% | 5,300 | -81.7% | 0.00% | – |
| Q1 2023 | $1,413,788 | +13.7% | 28,900 | +10.2% | 0.00% | – |
| Q4 2022 | $1,243,425 | -95.4% | 26,216 | -95.4% | 0.00% | -100.0% |
| Q3 2022 | $27,120,000 | +115.8% | 568,190 | +124.0% | 0.01% | +50.0% |
| Q2 2022 | $12,565,000 | -34.8% | 253,622 | -24.9% | 0.00% | 0.0% |
| Q2 2021 | $19,274,000 | +119.2% | 337,555 | +125.9% | 0.00% | 0.0% |
| Q3 2019 | $8,791,000 | +525.7% | 149,431 | +477.2% | 0.00% | +300.0% |
| Q4 2018 | $1,405,000 | -55.2% | 25,891 | -55.4% | 0.00% | -66.7% |
| Q1 2017 | $3,139,000 | +224.9% | 57,987 | +236.2% | 0.00% | +200.0% |
| Q3 2016 | $966,000 | +84.7% | 17,246 | +83.8% | 0.00% | 0.0% |
| Q2 2016 | $523,000 | – | 9,382 | – | 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% |