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 2021 | $745,000 | -16.4% | 13,087 | -16.1% | 0.02% | -19.0% |
| Q2 2021 | $891,000 | -13.8% | 15,606 | -13.8% | 0.02% | -22.2% |
| Q1 2021 | $1,034,000 | -30.3% | 18,101 | -28.5% | 0.03% | -35.7% |
| Q4 2020 | $1,483,000 | +168.2% | 25,324 | +166.6% | 0.04% | +121.1% |
| Q3 2020 | $553,000 | +21.3% | 9,499 | +20.3% | 0.02% | +5.6% |
| Q2 2020 | $456,000 | -42.1% | 7,893 | -43.6% | 0.02% | -60.0% |
| Q1 2020 | $788,000 | +147.0% | 13,999 | +148.3% | 0.04% | +200.0% |
| Q4 2019 | $319,000 | -15.8% | 5,638 | -14.8% | 0.02% | -25.0% |
| Q2 2019 | $379,000 | -83.7% | 6,619 | -84.6% | 0.02% | -85.4% |
| Q4 2018 | $2,326,000 | +525.3% | 42,871 | +530.5% | 0.14% | +426.9% |
| Q1 2018 | $372,000 | +80.6% | 6,799 | +79.4% | 0.03% | +85.7% |
| Q4 2017 | $206,000 | -49.8% | 3,789 | -48.5% | 0.01% | -64.1% |
| Q2 2016 | $410,000 | +70.8% | 7,358 | +67.0% | 0.04% | +62.5% |
| Q1 2016 | $240,000 | -30.2% | 4,406 | -32.3% | 0.02% | -33.3% |
| Q3 2015 | $344,000 | – | 6,507 | – | 0.04% | – |
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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% |