VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $395,000 | +13.2% | 7,216 | +12.4% | 0.33% | +15.3% |
| Q4 2017 | $349,000 | -0.3% | 6,419 | 0.0% | 0.29% | -3.7% |
| Q3 2017 | $350,000 | +0.3% | 6,419 | 0.0% | 0.30% | -0.7% |
| Q2 2017 | $349,000 | +0.6% | 6,419 | 0.0% | 0.30% | -2.3% |
| Q1 2017 | $347,000 | -0.3% | 6,419 | 0.0% | 0.31% | +2.0% |
| Q4 2016 | $348,000 | -3.3% | 6,419 | 0.0% | 0.30% | -1.3% |
| Q3 2016 | $360,000 | +0.6% | 6,419 | 0.0% | 0.31% | +1.7% |
| Q2 2016 | $358,000 | +2.3% | 6,419 | 0.0% | 0.30% | +3.1% |
| Q1 2016 | $350,000 | – | 6,419 | – | 0.29% | – |
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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% |