VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 86 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
Download | ||||||
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% |