VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 70 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $6,766,000 | +381.9% | 124,461 | +379.7% | 0.19% | +382.1% |
| Q1 2017 | $1,404,000 | +209.3% | 25,944 | +220.5% | 0.04% | +254.5% |
| Q3 2016 | $454,000 | -73.5% | 8,096 | -74.3% | 0.01% | -77.1% |
| Q1 2016 | $1,716,000 | +308.6% | 31,471 | +305.5% | 0.05% | +433.3% |
| Q1 2015 | $420,000 | -53.1% | 7,761 | -54.0% | 0.01% | -40.0% |
| Q4 2014 | $895,000 | -49.8% | 16,855 | -50.8% | 0.02% | -55.9% |
| Q3 2014 | $1,783,000 | +95.3% | 34,224 | +92.7% | 0.03% | +142.9% |
| Q2 2014 | $913,000 | +95.9% | 17,762 | +89.0% | 0.01% | +180.0% |
| Q4 2013 | $466,000 | -71.8% | 9,396 | -71.9% | 0.01% | -76.2% |
| Q3 2013 | $1,655,000 | – | 33,379 | – | 0.02% | – |
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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% |