VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,634,000 | +5.6% | 103,632 | +6.1% | 3.49% | -1.0% |
| Q3 2017 | $5,333,000 | +1.7% | 97,686 | +1.3% | 3.53% | -1.6% |
| Q2 2017 | $5,244,000 | +5.6% | 96,478 | +5.2% | 3.58% | -0.8% |
| Q1 2017 | $4,965,000 | +0.7% | 91,740 | +1.0% | 3.61% | -12.6% |
| Q4 2016 | $4,931,000 | +10.8% | 90,845 | +14.4% | 4.13% | +22.3% |
| Q3 2016 | $4,450,000 | +12.7% | 79,416 | +12.0% | 3.38% | +3.7% |
| Q2 2016 | $3,948,000 | +18.8% | 70,888 | +16.4% | 3.26% | +4.8% |
| Q1 2016 | $3,322,000 | +48.7% | 60,918 | +44.1% | 3.11% | +45.9% |
| Q4 2015 | $2,234,000 | – | 42,262 | – | 2.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,301,367 | $61,724 | 15.33% |
| Refined Wealth Management | 350,712 | $16,634,275 | 14.56% |
| ECLECTIC ASSOCIATES INC /ADV | 574,199 | $27,234,261 | 13.25% |
| Silver Oak Advisory Group, Inc. | 365,034 | $17,313 | 12.21% |
| Evolution Advisers, Inc. | 315,100 | $14,945 | 11.63% |
| Summit Wealth Group, LLC | 206,485 | $9,794 | 10.34% |
| Ally Invest Advisors Inc. | 1,625,474 | $77,096,242 | 9.67% |
| McCarthy Grittinger Financial Group, LLC | 456,031 | $21,629,562 | 8.87% |
| RETIREMENT CAPITAL STRATEGIES | 379,309 | $17,990,624 | 8.83% |
| Rappaport Reiches Capital Management, LLC | 368,799 | $17,492,144 | 8.64% |