VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 376 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $587,000 | +6.9% | 10,534 | +4.0% | 0.12% | -0.8% |
| Q4 2018 | $549,000 | -0.2% | 10,125 | +0.4% | 0.12% | +8.8% |
| Q3 2018 | $550,000 | -0.2% | 10,085 | +0.0% | 0.11% | -8.8% |
| Q2 2018 | $551,000 | +0.7% | 10,080 | +0.8% | 0.12% | -1.6% |
| Q1 2018 | $547,000 | -2.1% | 10,003 | -2.6% | 0.13% | -5.9% |
| Q4 2017 | $559,000 | -6.7% | 10,273 | -6.4% | 0.14% | -12.9% |
| Q3 2017 | $599,000 | -15.2% | 10,978 | -15.5% | 0.16% | -28.6% |
| Q2 2017 | $706,000 | -18.8% | 12,988 | -19.1% | 0.22% | -26.4% |
| Q1 2017 | $869,000 | -0.2% | 16,046 | 0.0% | 0.30% | -13.0% |
| Q4 2016 | $871,000 | -4.6% | 16,046 | -1.5% | 0.34% | -10.1% |
| Q3 2016 | $913,000 | +7.4% | 16,296 | +6.8% | 0.38% | +2.7% |
| Q2 2016 | $850,000 | -12.3% | 15,252 | -14.1% | 0.37% | -18.1% |
| Q1 2016 | $969,000 | +18.8% | 17,762 | +15.0% | 0.45% | +1.1% |
| Q4 2015 | $816,000 | +1.9% | 15,439 | +2.0% | 0.44% | -9.0% |
| Q3 2015 | $801,000 | – | 15,130 | – | 0.49% | – |
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% |