VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 242 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $28,648,000 | +20.0% | 524,791 | +19.5% | 0.17% | +12.5% |
| Q2 2017 | $23,869,000 | +60.6% | 439,115 | +59.9% | 0.15% | +52.0% |
| Q1 2017 | $14,863,000 | +53.4% | 274,580 | +53.9% | 0.10% | +38.9% |
| Q4 2016 | $9,689,000 | +17.5% | 178,469 | +21.3% | 0.07% | +10.8% |
| Q3 2016 | $8,245,000 | +5.4% | 147,120 | +4.7% | 0.06% | -1.5% |
| Q2 2016 | $7,824,000 | +43.5% | 140,460 | +40.5% | 0.07% | +34.7% |
| Q1 2016 | $5,454,000 | +13.8% | 99,995 | +10.3% | 0.05% | +8.9% |
| Q4 2015 | $4,794,000 | -10.6% | 90,663 | -10.5% | 0.04% | -19.6% |
| Q3 2015 | $5,360,000 | +18.5% | 101,260 | +17.2% | 0.06% | +24.4% |
| Q2 2015 | $4,525,000 | +57.2% | 86,401 | +62.4% | 0.04% | +50.0% |
| Q1 2015 | $2,879,000 | +105.2% | 53,218 | +101.5% | 0.03% | +87.5% |
| Q4 2014 | $1,403,000 | +48.5% | 26,414 | +45.7% | 0.02% | +45.5% |
| Q3 2014 | $945,000 | +25.0% | 18,132 | +23.3% | 0.01% | +22.2% |
| Q2 2014 | $756,000 | +23.1% | 14,706 | +21.3% | 0.01% | +12.5% |
| Q1 2014 | $614,000 | +174.1% | 12,123 | +168.0% | 0.01% | +166.7% |
| Q4 2013 | $224,000 | – | 4,524 | – | 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% |