VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $209,000 | +1.5% | 3,709 | +1.9% | 0.08% | +17.2% |
Q4 2019 | $206,000 | -76.9% | 3,639 | -76.6% | 0.06% | -78.5% |
Q2 2019 | $890,000 | +297.3% | 15,537 | +286.5% | 0.30% | +285.7% |
Q1 2019 | $224,000 | -68.8% | 4,020 | -69.7% | 0.08% | -73.8% |
Q4 2018 | $719,000 | +22.9% | 13,258 | +23.7% | 0.29% | +44.8% |
Q3 2018 | $585,000 | +66.2% | 10,719 | +65.3% | 0.20% | +37.2% |
Q4 2017 | $352,000 | +0.9% | 6,483 | +1.4% | 0.15% | -4.5% |
Q3 2017 | $349,000 | +0.9% | 6,392 | +0.5% | 0.16% | -9.9% |
Q2 2017 | $346,000 | +58.0% | 6,362 | +56.9% | 0.17% | +52.2% |
Q1 2017 | $219,000 | – | 4,054 | – | 0.11% | – |
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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% |