VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $13,554,000 | +7.9% | 230,400 | +5.1% | 5.04% | +3.9% |
| Q2 2019 | $12,558,000 | +1.9% | 219,154 | -0.8% | 4.85% | +1.0% |
| Q1 2019 | $12,320,000 | +3.1% | 220,907 | +0.3% | 4.80% | -13.8% |
| Q4 2018 | $11,944,000 | -22.4% | 220,182 | -12.3% | 5.57% | -13.3% |
| Q3 2018 | $15,390,000 | +1.4% | 250,980 | +0.7% | 6.43% | -2.7% |
| Q2 2018 | $15,184,000 | -57.2% | 249,215 | -59.4% | 6.61% | -17.7% |
| Q1 2018 | $35,495,000 | +152.0% | 614,166 | +170.9% | 8.03% | +27.3% |
| Q4 2017 | $14,087,000 | +35.3% | 226,695 | +18.8% | 6.31% | -14.7% |
| Q3 2017 | $10,412,000 | +4.7% | 190,854 | +3.8% | 7.39% | +44.0% |
| Q2 2017 | $9,946,000 | +2.2% | 183,886 | +2.6% | 5.13% | +0.5% |
| Q1 2017 | $9,731,000 | +3.7% | 179,292 | +3.5% | 5.11% | -3.9% |
| Q4 2016 | $9,381,000 | +5.5% | 173,308 | +8.6% | 5.32% | -2.9% |
| Q3 2016 | $8,894,000 | – | 159,529 | – | 5.48% | – |
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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% |