VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 245 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2016. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $10,095,000 | +3.6% | 185,715 | +3.1% | 3.24% | -4.4% |
| Q1 2017 | $9,748,000 | -7.0% | 180,088 | -6.8% | 3.39% | -22.2% |
| Q4 2016 | $10,486,000 | -4.7% | 193,144 | -1.6% | 4.35% | +1.3% |
| Q3 2016 | $11,000,000 | -1.7% | 196,292 | -2.3% | 4.30% | -4.9% |
| Q2 2016 | $11,189,000 | +6.4% | 200,884 | +4.2% | 4.52% | +1.6% |
| Q1 2016 | $10,513,000 | +2.5% | 192,765 | -0.6% | 4.45% | +0.3% |
| Q4 2015 | $10,258,000 | +37.2% | 193,982 | +37.4% | 4.43% | +23.3% |
| Q3 2015 | $7,475,000 | +7.1% | 141,220 | +6.0% | 3.60% | +20.9% |
| Q2 2015 | $6,979,000 | +8.0% | 133,270 | +11.5% | 2.98% | +2.3% |
| Q1 2015 | $6,463,000 | +10.9% | 119,482 | +8.8% | 2.91% | +6.1% |
| Q4 2014 | $5,830,000 | +19.7% | 109,772 | +17.4% | 2.74% | +11.2% |
| Q3 2014 | $4,872,000 | +12.6% | 93,497 | +11.1% | 2.47% | +6.5% |
| Q2 2014 | $4,325,000 | – | 84,120 | – | 2.32% | – |
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% |