VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 164 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48,098 | -78.0% | 984 | -74.8% | 0.00% | -93.5% |
| Q3 2016 | $219,000 | -14.8% | 3,900 | -15.4% | 0.03% | -20.5% |
| Q2 2016 | $257,000 | -97.9% | 4,610 | -98.0% | 0.04% | -97.9% |
| Q1 2016 | $12,280,000 | +1.3% | 225,154 | -1.7% | 1.87% | +7.2% |
| Q4 2015 | $12,118,000 | +3.9% | 229,157 | +4.0% | 1.74% | -15.1% |
| Q3 2015 | $11,659,000 | -28.1% | 220,279 | -28.8% | 2.05% | -4.8% |
| Q2 2015 | $16,208,000 | -4.1% | 309,492 | -0.9% | 2.15% | -3.9% |
| Q1 2015 | $16,899,000 | +5.1% | 312,430 | +3.2% | 2.24% | +0.6% |
| Q4 2014 | $16,084,000 | – | 302,834 | – | 2.23% | – |
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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% |