VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 486 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2019. The put-call ratio across all filers is 3.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $6,433,000 | +3.3% | 109,363 | +0.6% | 0.58% | +10.8% |
| Q2 2019 | $6,228,000 | +2.7% | 108,692 | 0.0% | 0.52% | +5.1% |
| Q1 2019 | $6,062,000 | +2.5% | 108,692 | -0.3% | 0.50% | +10.2% |
| Q4 2018 | $5,917,000 | -0.5% | 109,053 | +0.0% | 0.45% | -11.6% |
| Q3 2018 | $5,947,000 | -0.3% | 109,045 | +0.0% | 0.51% | -0.6% |
| Q2 2018 | $5,966,000 | +0.2% | 109,044 | +0.3% | 0.51% | -1.5% |
| Q1 2018 | $5,952,000 | +2.1% | 108,760 | +1.8% | 0.52% | +6.1% |
| Q3 2017 | $5,832,000 | – | 106,832 | – | 0.49% | – |
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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% |