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 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | -24.4% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -50.0% | 43 | -33.8% | 0.00% | -50.0% |
| Q4 2016 | $4,000 | -42.9% | 65 | -45.8% | 0.00% | -33.3% |
| Q3 2016 | $7,000 | -70.8% | 120 | -71.9% | 0.00% | -75.0% |
| Q2 2016 | $24,000 | +4.3% | 427 | +0.5% | 0.01% | +9.1% |
| Q1 2016 | $23,000 | +4.5% | 425 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $22,000 | – | 425 | – | 0.01% | – |
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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% |