VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 358 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,000 | -75.0% | 116 | -73.8% | 0.00% | -100.0% |
| Q4 2021 | $24,000 | -7.7% | 442 | -1.3% | 0.00% | +100.0% |
| Q3 2021 | $26,000 | -3.7% | 448 | -4.5% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +58.8% | 469 | +57.9% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 297 | 0.0% | 0.00% | -75.0% |
| Q4 2020 | $17,000 | +54.5% | 297 | +64.1% | 0.00% | +300.0% |
| Q3 2020 | $11,000 | +10.0% | 181 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -77.8% | 175 | -78.2% | 0.00% | -66.7% |
| Q4 2019 | $45,000 | -4.3% | 804 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $47,000 | +11.9% | 804 | +10.4% | 0.00% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 728 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $41,000 | +5.1% | 728 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | +11.4% | 728 | +13.0% | 0.00% | 0.0% |
| Q3 2018 | $35,000 | 0.0% | 644 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $35,000 | 0.0% | 644 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | – | 644 | – | 0.00% | – |
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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% |