VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 283 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,854,000 | +0.2% | 125,236 | -0.5% | 0.88% | -29.1% |
| Q4 2017 | $6,843,000 | -1.0% | 125,866 | -0.6% | 1.24% | -6.1% |
| Q3 2017 | $6,910,000 | -0.1% | 126,579 | -0.5% | 1.32% | -7.3% |
| Q2 2017 | $6,916,000 | +12.0% | 127,232 | +15.5% | 1.42% | -20.5% |
| Q3 2016 | $6,175,000 | +3.1% | 110,188 | +2.5% | 1.78% | +4.7% |
| Q2 2016 | $5,991,000 | +13.7% | 107,551 | +11.3% | 1.70% | +10.3% |
| Q1 2016 | $5,271,000 | +13.0% | 96,652 | +9.5% | 1.54% | +8.3% |
| Q4 2015 | $4,666,000 | +45.9% | 88,245 | +46.1% | 1.43% | +39.1% |
| Q3 2015 | $3,197,000 | +48.5% | 60,406 | +46.9% | 1.02% | +62.4% |
| Q2 2015 | $2,153,000 | +29.5% | 41,113 | +33.8% | 0.63% | +26.2% |
| Q1 2015 | $1,663,000 | +47.0% | 30,738 | +44.4% | 0.50% | +38.5% |
| Q4 2014 | $1,131,000 | +48.4% | 21,288 | +45.5% | 0.36% | +42.7% |
| Q3 2014 | $762,000 | +87.2% | 14,632 | +84.8% | 0.25% | +87.4% |
| Q2 2014 | $407,000 | +30.4% | 7,918 | +28.3% | 0.14% | +27.4% |
| Q1 2014 | $312,000 | – | 6,173 | – | 0.11% | – |
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% |