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 2017 | $224,000 | -70.9% | 4,140 | -70.8% | 0.08% | -69.6% |
| Q4 2016 | $769,000 | -31.3% | 14,170 | -29.1% | 0.25% | -27.9% |
| Q3 2016 | $1,120,000 | -3.2% | 19,990 | -3.8% | 0.35% | -3.6% |
| Q2 2016 | $1,157,000 | -37.2% | 20,775 | -38.5% | 0.36% | -29.3% |
| Q1 2016 | $1,842,000 | +186.9% | 33,775 | +178.2% | 0.52% | +169.6% |
| Q4 2015 | $642,000 | – | 12,140 | – | 0.19% | – |
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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% |