VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,842 | -58.3% | 2,246 | -51.3% | 0.02% | -74.7% |
| Q3 2016 | $256,000 | -0.4% | 4,610 | 0.0% | 0.09% | -6.2% |
| Q2 2016 | $257,000 | +2.4% | 4,610 | 0.0% | 0.10% | -1.0% |
| Q1 2016 | $251,000 | -3.5% | 4,610 | -6.3% | 0.10% | -6.7% |
| Q4 2015 | $260,000 | 0.0% | 4,920 | 0.0% | 0.10% | +1.0% |
| Q3 2015 | $260,000 | +0.8% | 4,920 | 0.0% | 0.10% | +8.3% |
| Q2 2015 | $258,000 | – | 4,920 | – | 0.10% | – |
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% |