VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 231 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $272,000 | +8.8% | 4,994 | +8.9% | 0.03% | +3.4% |
| Q3 2017 | $250,000 | +0.4% | 4,586 | 0.0% | 0.03% | -9.4% |
| Q2 2017 | $249,000 | +0.4% | 4,586 | 0.0% | 0.03% | -5.9% |
| Q1 2017 | $248,000 | 0.0% | 4,586 | +0.3% | 0.03% | -15.0% |
| Q4 2016 | $248,000 | -3.1% | 4,571 | 0.0% | 0.04% | -11.1% |
| Q3 2016 | $256,000 | +0.8% | 4,571 | +0.1% | 0.04% | 0.0% |
| Q2 2016 | $254,000 | +4.1% | 4,565 | +2.0% | 0.04% | +2.3% |
| Q1 2016 | $244,000 | +3.0% | 4,475 | 0.0% | 0.04% | -13.7% |
| Q4 2015 | $237,000 | +0.9% | 4,475 | +0.8% | 0.05% | -19.0% |
| Q3 2015 | $235,000 | +0.9% | 4,440 | 0.0% | 0.06% | +3.3% |
| Q2 2015 | $233,000 | -2.9% | 4,440 | 0.0% | 0.06% | -7.6% |
| Q1 2015 | $240,000 | – | 4,440 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |