VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 205 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 4 | -87.1% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 31 | -11.4% | 0.00% | – |
| Q1 2023 | $1 | -92.3% | 35 | -87.9% | 0.00% | -100.0% |
| Q4 2022 | $13 | -100.0% | 289 | -79.9% | 0.00% | -85.7% |
| Q3 2022 | $68,000 | +1260.0% | 1,436 | +1321.8% | 0.01% | +600.0% |
| Q2 2022 | $5,000 | -16.7% | 101 | -14.4% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +500.0% | 118 | +555.6% | 0.00% | – |
| Q3 2021 | $1,000 | -85.7% | 18 | -84.5% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $7,000 | -88.7% | 116 | -89.8% | 0.00% | -90.5% |
| Q2 2018 | $62,000 | – | 1,136 | +12522.2% | 0.02% | – |
| Q1 2018 | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
| Q4 2015 | $158,000 | – | 2,981 | – | 0.10% | – |
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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% |