VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 245 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2016. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,304,000 | +2.5% | 24,013 | +5.8% | 1.70% | +4.2% |
| Q3 2016 | $1,272,000 | +5.1% | 22,703 | +4.5% | 1.63% | +10.9% |
| Q2 2016 | $1,210,000 | +16.2% | 21,725 | +13.8% | 1.47% | +26.4% |
| Q1 2016 | $1,041,000 | +76.1% | 19,096 | +70.9% | 1.16% | +58.9% |
| Q4 2015 | $591,000 | -2.3% | 11,172 | -2.2% | 0.73% | +11.6% |
| Q3 2015 | $605,000 | +13.1% | 11,427 | +11.8% | 0.66% | +39.5% |
| Q2 2015 | $535,000 | – | 10,224 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 725,834 | $34,716,619 | 17.66% |
| Sensible Financial Planning & Management, LLC. | 1,380,241 | $66,017 | 16.60% |
| Refined Wealth Management | 366,734 | $17,540,888 | 15.74% |
| Silver Oak Advisory Group, Inc. | 399,525 | $19,109 | 12.38% |
| FISCHER INVESTMENT STRATEGIES, LLC | 250,466 | $11,979,778 | 12.16% |
| Summit Wealth Group, LLC | 281,432 | $13,461 | 12.01% |
| Evolution Advisers, Inc. | 341,702 | $16,343 | 11.83% |
| Ally Invest Advisors Inc. | 1,655,073 | $79,162,124 | 9.26% |
| GPWM LLC | 213,049 | $10,190,134 | 8.71% |
| McCarthy Grittinger Financial Group, LLC | 454,273 | $21,727,893 | 8.56% |