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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,273 | +1303.1% | 48 | +1500.0% | 0.00% | – |
| Q2 2023 | $162 | -0.6% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $163 | +6.5% | 3 | 0.0% | 0.00% | – |
| Q4 2022 | $153 | -99.2% | 3 | -99.0% | 0.00% | -100.0% |
| Q3 2020 | $18,000 | +63.6% | 310 | +60.6% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | +120.0% | 193 | +127.1% | 0.00% | – |
| Q3 2019 | $5,000 | -82.8% | 85 | -83.1% | 0.00% | -100.0% |
| Q2 2019 | $29,000 | -37.0% | 504 | -38.6% | 0.00% | -50.0% |
| Q1 2019 | $46,000 | -62.6% | 821 | -63.8% | 0.00% | -66.7% |
| Q4 2018 | $123,000 | -46.5% | 2,270 | -46.1% | 0.01% | -36.8% |
| Q3 2018 | $230,000 | -21.8% | 4,214 | -21.5% | 0.02% | -26.9% |
| Q2 2018 | $294,000 | -9.8% | 5,370 | -9.8% | 0.03% | -10.3% |
| Q1 2018 | $326,000 | +6420.0% | 5,952 | +6513.3% | 0.03% | – |
| Q4 2017 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | -92.3% | 90 | -92.5% | 0.00% | -100.0% |
| Q1 2016 | $65,000 | +3150.0% | 1,200 | +4037.9% | 0.01% | – |
| Q2 2015 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2015 | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2014 | $2,000 | – | 29 | – | 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% |