VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 226 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,164,000 | -2.5% | 39,801 | -3.0% | 1.92% | +19.9% |
| Q1 2017 | $2,220,000 | +3.7% | 41,020 | +4.1% | 1.60% | +9.4% |
| Q4 2016 | $2,140,000 | -6.4% | 39,420 | -3.3% | 1.46% | -47.6% |
| Q3 2016 | $2,286,000 | +1.2% | 40,786 | +0.6% | 2.79% | -4.1% |
| Q2 2016 | $2,258,000 | +14.0% | 40,532 | +11.6% | 2.91% | +45.5% |
| Q1 2016 | $1,980,000 | – | 36,311 | – | 2.00% | – |
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% |