VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $20,000 | +17.6% | 359 | +13.2% | 0.04% | +10.0% |
| Q2 2018 | $17,000 | -10.5% | 317 | -9.2% | 0.04% | -20.0% |
| Q1 2018 | $19,000 | +11.8% | 349 | +11.1% | 0.05% | +25.0% |
| Q4 2017 | $17,000 | -22.7% | 314 | -23.4% | 0.04% | +2.6% |
| Q3 2017 | $22,000 | +15.8% | 410 | +20.2% | 0.04% | +25.8% |
| Q2 2017 | $19,000 | +46.2% | 341 | +40.9% | 0.03% | +63.2% |
| Q1 2017 | $13,000 | 0.0% | 242 | 0.0% | 0.02% | -13.6% |
| Q4 2016 | $13,000 | +85.7% | 242 | -87.9% | 0.02% | +83.3% |
| Q3 2016 | $7,000 | +133.3% | 2,000 | +3746.2% | 0.01% | +140.0% |
| Q2 2016 | $3,000 | 0.0% | 52 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $3,000 | +50.0% | 52 | +15.6% | 0.00% | +33.3% |
| Q3 2015 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | +50.0% |
| Q2 2015 | $2,000 | +100.0% | 45 | +87.5% | 0.00% | +100.0% |
| Q1 2015 | $1,000 | – | 24 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 725,834 | $34,716,619 | 17.66% |
| Sensible Financial Planning & Management, LLC. | 1,380,241 | $66,017 | 16.60% |
| Refined Wealth Management | 366,734 | $17,540,888 | 15.74% |
| Silver Oak Advisory Group, Inc. | 399,525 | $19,109 | 12.38% |
| FISCHER INVESTMENT STRATEGIES, LLC | 250,466 | $11,979,778 | 12.16% |
| Summit Wealth Group, LLC | 281,432 | $13,461 | 12.01% |
| Evolution Advisers, Inc. | 341,702 | $16,343 | 11.83% |
| Ally Invest Advisors Inc. | 1,655,073 | $79,162,124 | 9.26% |
| GPWM LLC | 213,049 | $10,190,134 | 8.71% |
| McCarthy Grittinger Financial Group, LLC | 454,273 | $21,727,893 | 8.56% |