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 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 ↓ |
---|---|---|---|
Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
Avion Wealth | 380,739 | $21,980,000 | 7.65% |