VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214 | -100.0% | 4,479 | -92.8% | 0.02% | -87.1% |
| Q2 2019 | $3,544,000 | +2.5% | 61,845 | -0.2% | 0.14% | -0.7% |
| Q1 2019 | $3,457,000 | -7.7% | 61,981 | -9.7% | 0.14% | +0.7% |
| Q3 2018 | $3,744,000 | -6.5% | 68,641 | -6.2% | 0.14% | -4.1% |
| Q2 2018 | $4,003,000 | +3.0% | 73,173 | +3.0% | 0.14% | +25.0% |
| Q1 2018 | $3,887,000 | -25.5% | 71,018 | -26.0% | 0.12% | -18.3% |
| Q4 2017 | $5,214,000 | -11.1% | 95,906 | -10.8% | 0.14% | -11.8% |
| Q3 2017 | $5,866,000 | -6.8% | 107,459 | -7.2% | 0.16% | -13.4% |
| Q2 2017 | $6,296,000 | +5.9% | 115,829 | +5.5% | 0.19% | +2.2% |
| Q1 2017 | $5,945,000 | -33.4% | 109,819 | -33.2% | 0.18% | -29.2% |
| Q4 2016 | $8,923,000 | +69.8% | 164,359 | +75.2% | 0.26% | +17.4% |
| Q3 2016 | $5,256,000 | +5.9% | 93,788 | +5.3% | 0.22% | -2.2% |
| Q2 2016 | $4,963,000 | -64.2% | 89,095 | -65.0% | 0.22% | -64.7% |
| Q1 2016 | $13,879,000 | +10.7% | 254,478 | +7.3% | 0.63% | +11.4% |
| Q4 2015 | $12,542,000 | -99.6% | 237,169 | +251.9% | 0.57% | +85.9% |
| Q3 2015 | $3,567,419,000 | +30122.1% | 67,399 | -70.1% | 0.31% | -47.8% |
| Q2 2015 | $11,804,000 | +15.0% | 225,392 | +18.8% | 0.59% | +158.1% |
| Q1 2015 | $10,264,000 | +76.3% | 189,800 | +73.1% | 0.23% | -36.1% |
| Q4 2014 | $5,823,000 | +12.1% | 109,634 | +10.0% | 0.36% | +5.3% |
| Q3 2014 | $5,196,000 | +79.2% | 99,709 | +76.8% | 0.34% | +77.4% |
| Q2 2014 | $2,899,000 | – | 56,388 | – | 0.19% | – |
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% |