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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | -24.4% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -50.0% | 43 | -33.8% | 0.00% | -50.0% |
| Q4 2016 | $4,000 | -42.9% | 65 | -45.8% | 0.00% | -33.3% |
| Q3 2016 | $7,000 | -70.8% | 120 | -71.9% | 0.00% | -75.0% |
| Q2 2016 | $24,000 | +4.3% | 427 | +0.5% | 0.01% | +9.1% |
| Q1 2016 | $23,000 | +4.5% | 425 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $22,000 | – | 425 | – | 0.01% | – |
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% |