VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 86 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,773,000 | +37.1% | 51,077 | +41.6% | 0.09% | +30.4% |
| Q3 2016 | $2,022,000 | +172.9% | 36,074 | +171.1% | 0.07% | +155.6% |
| Q2 2016 | $741,000 | -8.0% | 13,308 | -9.8% | 0.03% | -20.6% |
| Q1 2016 | $805,000 | +9.2% | 14,755 | +5.9% | 0.03% | +3.0% |
| Q4 2015 | $737,000 | -11.6% | 13,929 | -11.6% | 0.03% | -49.2% |
| Q3 2015 | $834,000 | +8.6% | 15,752 | +7.5% | 0.06% | +18.2% |
| Q2 2015 | $768,000 | -10.9% | 14,658 | -8.0% | 0.06% | -8.3% |
| Q1 2015 | $862,000 | +10.1% | 15,930 | +8.0% | 0.06% | -29.4% |
| Q4 2014 | $783,000 | +4505.9% | 14,747 | +4423.6% | 0.08% | +4150.0% |
| Q3 2014 | $17,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $17,000 | -46.9% | 326 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $32,000 | +100.0% | 652 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $16,000 | -36.0% | 326 | -34.9% | 0.00% | -50.0% |
| Q3 2013 | $25,000 | -37.5% | 501 | -37.5% | 0.00% | -50.0% |
| Q2 2013 | $40,000 | – | 801 | – | 0.01% | – |
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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% |