VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 130 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $191,000 | +2.1% | 3,431 | 0.0% | 0.12% | -0.8% |
| Q1 2016 | $187,000 | -15.0% | 3,431 | -17.5% | 0.12% | -9.8% |
| Q4 2015 | $220,000 | -6.0% | 4,158 | -6.1% | 0.13% | -9.0% |
| Q3 2015 | $234,000 | -8.6% | 4,428 | -9.5% | 0.14% | -5.8% |
| Q2 2015 | $256,000 | -5.2% | 4,895 | -1.9% | 0.15% | -6.7% |
| Q1 2015 | $270,000 | -33.5% | 4,992 | -34.8% | 0.16% | -51.6% |
| Q4 2014 | $406,000 | – | 7,653 | – | 0.34% | – |
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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% |