VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $68,000 | -84.8% | 1,367 | -82.4% | 0.01% | -76.7% |
| Q2 2019 | $446,000 | +11.5% | 7,785 | +8.5% | 0.06% | +11.1% |
| Q1 2019 | $400,000 | +15.9% | 7,177 | +12.8% | 0.05% | +1.9% |
| Q4 2018 | $345,000 | -3.6% | 6,364 | -3.1% | 0.05% | +12.8% |
| Q3 2018 | $358,000 | -25.9% | 6,565 | -25.6% | 0.05% | -35.6% |
| Q2 2018 | $483,000 | +0.2% | 8,824 | +0.1% | 0.07% | 0.0% |
| Q1 2018 | $482,000 | -9.7% | 8,814 | -10.2% | 0.07% | -7.6% |
| Q4 2017 | $534,000 | -13.7% | 9,818 | -13.4% | 0.08% | -26.9% |
| Q3 2017 | $619,000 | -35.3% | 11,343 | -35.5% | 0.11% | -31.2% |
| Q2 2017 | $956,000 | – | 17,598 | – | 0.16% | – |
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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% |