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 2019 | $45,051,000 | +6.1% | 807,803 | +3.2% | 5.73% | -5.8% |
| Q4 2018 | $42,475,000 | -1.5% | 782,944 | -1.0% | 6.08% | +4.7% |
| Q3 2018 | $43,135,000 | +96.6% | 790,885 | +97.2% | 5.81% | +92.5% |
| Q2 2018 | $21,941,000 | -0.1% | 401,034 | -0.0% | 3.02% | -0.1% |
| Q1 2018 | $21,955,000 | +4.5% | 401,150 | +3.8% | 3.02% | +5.3% |
| Q4 2017 | $21,006,000 | +8.0% | 386,348 | +8.4% | 2.87% | -0.6% |
| Q3 2017 | $19,459,000 | +2.0% | 356,466 | +1.6% | 2.88% | -1.3% |
| Q2 2017 | $19,070,000 | +8.8% | 350,815 | +8.3% | 2.92% | +4.7% |
| Q1 2017 | $17,531,000 | +6.6% | 323,877 | +6.9% | 2.79% | +1.7% |
| Q4 2016 | $16,450,000 | +3.8% | 303,006 | +7.1% | 2.74% | -1.7% |
| Q3 2016 | $15,850,000 | – | 282,836 | – | 2.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 610,041 | $30,221,000 | 20.30% |
| Sensible Financial Planning & Management, LLC. | 1,318,053 | $65,296,000 | 16.48% |
| Summit Wealth Group, LLC | 272,595 | $13,504,000 | 15.95% |
| Refined Wealth Management | 339,629 | $16,825,000 | 15.05% |
| Evolution Advisers, Inc. | 304,208 | $15,152,000 | 12.37% |
| Silver Oak Advisory Group, Inc. | 345,729 | $17,127,000 | 12.14% |
| ADE, LLC | 224,728 | $11,133,000 | 11.84% |
| Ally Invest Advisors Inc. | 1,626,669 | $80,585,000 | 10.49% |
| McCarthy Grittinger Financial Group, LLC | 456,348 | $22,607,486 | 9.72% |
| ASSET PLANNING CORPORATION | 222,755 | $11,035,000 | 9.59% |