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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $438,000 | -92.6% | 8,032 | -92.5% | 0.10% | -96.4% |
| Q2 2018 | $5,880,000 | -5.3% | 107,475 | -5.2% | 2.72% | -8.0% |
| Q1 2018 | $6,206,000 | -62.1% | 113,399 | -62.4% | 2.95% | -5.0% |
| Q4 2017 | $16,390,000 | -30.7% | 301,438 | -30.4% | 3.10% | -31.9% |
| Q3 2017 | $23,654,000 | -5.1% | 433,298 | -5.5% | 4.56% | -6.6% |
| Q2 2017 | $24,938,000 | +98.6% | 458,752 | +97.7% | 4.88% | -3.8% |
| Q1 2017 | $12,558,000 | -50.0% | 231,992 | -49.9% | 5.07% | -7.2% |
| Q4 2016 | $25,120,000 | -2.8% | 462,684 | +0.3% | 5.47% | -2.3% |
| Q3 2016 | $25,854,000 | +102.6% | 461,366 | +101.3% | 5.59% | -1.7% |
| Q2 2016 | $12,764,000 | +1.4% | 229,150 | -3.7% | 5.69% | -1.1% |
| Q4 2015 | $12,587,000 | – | 238,029 | – | 5.76% | – |
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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% |