VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 130 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $7,851,000 | -6.7% | 144,711 | -6.2% | 0.01% | +14.3% |
| Q3 2018 | $8,414,000 | -0.3% | 154,271 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $8,440,000 | -7.5% | 154,271 | -7.4% | 0.01% | -11.1% |
| Q1 2018 | $9,122,000 | -14.8% | 166,679 | -15.4% | 0.01% | -18.2% |
| Q4 2017 | $10,710,000 | -5.2% | 196,979 | -4.8% | 0.01% | -8.3% |
| Q3 2017 | $11,297,000 | -0.4% | 206,942 | -0.8% | 0.01% | -14.3% |
| Q2 2017 | $11,340,000 | +3.5% | 208,611 | +3.1% | 0.01% | -17.6% |
| Q1 2017 | $10,958,000 | +17.9% | 202,430 | +18.3% | 0.02% | +30.8% |
| Q4 2016 | $9,292,000 | +89.2% | 171,147 | +95.3% | 0.01% | +85.7% |
| Q3 2016 | $4,910,000 | +19.6% | 87,615 | +18.9% | 0.01% | +16.7% |
| Q2 2016 | $4,106,000 | -10.4% | 73,713 | -12.2% | 0.01% | -14.3% |
| Q1 2016 | $4,581,000 | +37.4% | 83,995 | +33.2% | 0.01% | +16.7% |
| Q4 2015 | $3,335,000 | -8.6% | 63,062 | -8.6% | 0.01% | -14.3% |
| Q3 2015 | $3,648,000 | +664.8% | 69,000 | +669.0% | 0.01% | +600.0% |
| Q4 2014 | $477,000 | – | 8,973 | – | 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% |