VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 86 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $35,379,000 | +71.6% | 650 | -99.8% | 4.87% | +183.2% |
| Q3 2017 | $20,619,000 | +18.8% | 377,708 | +18.0% | 1.72% | +30.4% |
| Q2 2017 | $17,354,000 | -0.1% | 320,118 | -0.1% | 1.32% | +0.5% |
| Q1 2017 | $17,370,000 | +1.3% | 320,299 | +0.3% | 1.31% | -1.6% |
| Q4 2016 | $17,141,000 | -26.8% | 319,443 | -24.7% | 1.33% | -28.2% |
| Q3 2016 | $23,409,000 | +0.4% | 424,000 | +1.1% | 1.86% | +3.2% |
| Q2 2016 | $23,319,000 | +0.6% | 419,327 | -1.3% | 1.80% | -10.6% |
| Q1 2016 | $23,187,000 | -3.4% | 424,671 | -5.0% | 2.02% | +2.5% |
| Q4 2015 | $23,994,000 | +7.9% | 446,903 | +6.1% | 1.97% | -3.7% |
| Q3 2015 | $22,234,000 | -4.9% | 421,013 | -4.5% | 2.04% | -2.7% |
| Q2 2015 | $23,369,000 | +28.2% | 440,842 | +28.3% | 2.10% | +29.5% |
| Q1 2015 | $18,229,000 | -99.9% | 343,487 | +27.6% | 1.62% | +59.5% |
| Q4 2014 | $14,379,128,000 | +116292.5% | 269,247 | +13.7% | 1.02% | +8.2% |
| Q3 2014 | $12,354,000 | +9.5% | 236,705 | +7.8% | 0.94% | +6.0% |
| Q2 2014 | $11,287,000 | +8.4% | 219,558 | +6.4% | 0.89% | -1.1% |
| Q1 2014 | $10,414,000 | +23.4% | 206,413 | +21.3% | 0.90% | +19.3% |
| Q4 2013 | $8,438,000 | +27.0% | 170,185 | +27.2% | 0.75% | +16.6% |
| Q3 2013 | $6,642,000 | – | 133,772 | – | 0.64% | – |
Download | ||||||
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% |