VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 479 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,720,000 | +3.0% | 199,213 | +0.3% | 4.16% | -11.5% |
| Q2 2019 | $11,379,000 | +8.8% | 198,588 | +5.9% | 4.70% | +32.5% |
| Q1 2019 | $10,460,000 | +23.3% | 187,550 | +20.0% | 3.55% | +12.4% |
| Q4 2018 | $8,480,000 | -16.0% | 156,308 | -15.5% | 3.16% | -43.3% |
| Q3 2018 | $10,091,000 | -1.8% | 185,026 | -1.5% | 5.57% | +9.4% |
| Q2 2018 | $10,273,000 | -19.5% | 187,767 | -17.5% | 5.09% | +55.9% |
| Q3 2016 | $12,759,000 | +1.0% | 227,673 | +0.4% | 3.26% | +3.3% |
| Q2 2016 | $12,633,000 | – | 226,813 | – | 3.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 887,146 | $48,385,000 | 22.45% |
| Huber Financial Advisors, LLC | 526,645 | $28,723,000 | 22.03% |
| Resource Planning Group | 335,959 | $18,323,000 | 14.31% |
| Brickley Wealth Management | 534,675 | $29,161,000 | 13.76% |
| Symmetry Partners, LLC | 506,238 | $27,610,000 | 10.94% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 626,443 | $34,166,000 | 10.10% |
| RETIREMENT CAPITAL STRATEGIES | 305,478 | $16,661,000 | 8.22% |
| AllSquare Wealth Management LLC | 197,162 | $10,753,000 | 8.02% |
| HT Partners LLC | 369,957 | $20,135,000 | 8.01% |
| Capstone Financial Advisors, Inc. | 508,191 | $27,717,000 | 6.89% |