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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $3,226,000 | -8.7% | 59,423 | -5.7% | 0.18% | -47.1% |
Q3 2016 | $3,533,000 | -6.9% | 63,040 | -7.4% | 0.34% | +0.6% |
Q2 2016 | $3,794,000 | -3.9% | 68,109 | -6.0% | 0.34% | +2.7% |
Q1 2016 | $3,950,000 | +9.6% | 72,440 | +6.3% | 0.33% | +10.4% |
Q4 2015 | $3,604,000 | +409.8% | 68,145 | +410.1% | 0.30% | +358.5% |
Q3 2015 | $707,000 | – | 13,358 | – | 0.06% | – |
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% |