VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 205 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $84,000 | 0.0% | 1,536 | 0.0% | 0.02% | -10.0% |
| Q2 2018 | $84,000 | 0.0% | 1,536 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $84,000 | – | 1,536 | – | 0.02% | – |
| Q4 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | -33.3% | 67 | -40.2% | 0.00% | -50.0% |
| Q4 2016 | $6,000 | -50.0% | 112 | -49.3% | 0.00% | -60.0% |
| Q3 2016 | $12,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | +33.3% | 221 | +35.6% | 0.01% | +25.0% |
| Q1 2016 | $9,000 | 0.0% | 163 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $9,000 | 0.0% | 163 | +0.6% | 0.01% | 0.0% |
| Q3 2015 | $9,000 | +12.5% | 162 | +7.3% | 0.01% | +25.0% |
| Q2 2015 | $8,000 | -50.0% | 151 | -49.8% | 0.00% | -20.0% |
| Q1 2015 | $16,000 | +100.0% | 301 | +100.7% | 0.01% | 0.0% |
| Q4 2014 | $8,000 | – | 150 | – | 0.01% | – |
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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% |