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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,391 | +7.1% | 24,198 | +9.5% | 0.06% | +3.4% |
| Q2 2023 | $1,080,542 | +51.1% | 22,106 | +51.2% | 0.06% | +40.5% |
| Q1 2023 | $715,015 | +207.1% | 14,616 | +197.7% | 0.04% | +200.0% |
| Q4 2022 | $232,834 | +16.4% | 4,909 | +33.1% | 0.01% | -57.6% |
| Q4 2016 | $200,000 | -3.4% | 3,688 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $207,000 | +1.0% | 3,688 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $205,000 | +2.0% | 3,688 | 0.0% | 0.04% | -5.1% |
| Q1 2016 | $201,000 | – | 3,688 | – | 0.04% | – |
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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% |