VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,398,000 | +0.5% | 78,858 | -2.2% | 1.54% | -15.6% |
| Q4 2018 | $4,374,000 | -0.8% | 80,621 | -0.3% | 1.83% | +13.2% |
| Q3 2018 | $4,410,000 | +10.6% | 80,864 | +11.0% | 1.62% | +6.6% |
| Q2 2018 | $3,987,000 | -3.8% | 72,882 | -3.7% | 1.52% | -3.4% |
| Q1 2018 | $4,144,000 | -9.5% | 75,708 | -10.7% | 1.57% | -8.0% |
| Q4 2017 | $4,581,000 | +274.3% | 84,733 | +279.8% | 1.71% | +373.9% |
| Q3 2017 | $1,224,000 | -33.5% | 22,307 | -33.9% | 0.36% | -28.7% |
| Q2 2017 | $1,841,000 | +44.7% | 33,736 | +43.6% | 0.50% | +28.2% |
| Q1 2017 | $1,272,000 | -33.1% | 23,495 | -32.9% | 0.39% | -26.4% |
| Q4 2016 | $1,901,000 | -0.9% | 35,016 | +2.2% | 0.54% | -1.8% |
| Q3 2016 | $1,919,000 | +0.3% | 34,248 | -0.3% | 0.54% | -7.0% |
| Q2 2016 | $1,913,000 | +4.0% | 34,342 | +1.9% | 0.59% | +13.6% |
| Q1 2016 | $1,839,000 | +3.6% | 33,716 | +0.4% | 0.52% | +0.6% |
| Q4 2015 | $1,775,000 | -3.1% | 33,565 | -3.0% | 0.51% | -5.0% |
| Q3 2015 | $1,832,000 | +16.5% | 34,620 | +15.3% | 0.54% | +27.4% |
| Q2 2015 | $1,573,000 | -20.0% | 30,032 | -17.4% | 0.42% | -6.6% |
| Q1 2015 | $1,966,000 | +0.4% | 36,338 | -1.4% | 0.45% | -4.4% |
| Q4 2014 | $1,959,000 | – | 36,870 | – | 0.48% | – |
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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% |