VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 242 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $10,095,000 | +3.6% | 185,715 | +3.1% | 3.24% | -4.4% |
| Q1 2017 | $9,748,000 | -7.0% | 180,088 | -6.8% | 3.39% | -22.2% |
| Q4 2016 | $10,486,000 | -4.7% | 193,144 | -1.6% | 4.35% | +1.3% |
| Q3 2016 | $11,000,000 | -1.7% | 196,292 | -2.3% | 4.30% | -4.9% |
| Q2 2016 | $11,189,000 | +6.4% | 200,884 | +4.2% | 4.52% | +1.6% |
| Q1 2016 | $10,513,000 | +2.5% | 192,765 | -0.6% | 4.45% | +0.3% |
| Q4 2015 | $10,258,000 | +37.2% | 193,982 | +37.4% | 4.43% | +23.3% |
| Q3 2015 | $7,475,000 | +7.1% | 141,220 | +6.0% | 3.60% | +20.9% |
| Q2 2015 | $6,979,000 | +8.0% | 133,270 | +11.5% | 2.98% | +2.3% |
| Q1 2015 | $6,463,000 | +10.9% | 119,482 | +8.8% | 2.91% | +6.1% |
| Q4 2014 | $5,830,000 | +19.7% | 109,772 | +17.4% | 2.74% | +11.2% |
| Q3 2014 | $4,872,000 | +12.6% | 93,497 | +11.1% | 2.47% | +6.5% |
| Q2 2014 | $4,325,000 | – | 84,120 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |