VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 169 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $1,304,000 | +2.5% | 24,013 | +5.8% | 1.70% | +4.2% |
Q3 2016 | $1,272,000 | +5.1% | 22,703 | +4.5% | 1.63% | +10.9% |
Q2 2016 | $1,210,000 | +16.2% | 21,725 | +13.8% | 1.47% | +26.4% |
Q1 2016 | $1,041,000 | +76.1% | 19,096 | +70.9% | 1.16% | +58.9% |
Q4 2015 | $591,000 | -2.3% | 11,172 | -2.2% | 0.73% | +11.6% |
Q3 2015 | $605,000 | +13.1% | 11,427 | +11.8% | 0.66% | +39.5% |
Q2 2015 | $535,000 | – | 10,224 | – | 0.47% | – |
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% |