VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $13,554,000 | +7.9% | 230,400 | +5.1% | 5.04% | +3.9% |
| Q2 2019 | $12,558,000 | +1.9% | 219,154 | -0.8% | 4.85% | +1.0% |
| Q1 2019 | $12,320,000 | +3.1% | 220,907 | +0.3% | 4.80% | -13.8% |
| Q4 2018 | $11,944,000 | -22.4% | 220,182 | -12.3% | 5.57% | -13.3% |
| Q3 2018 | $15,390,000 | +1.4% | 250,980 | +0.7% | 6.43% | -2.7% |
| Q2 2018 | $15,184,000 | -57.2% | 249,215 | -59.4% | 6.61% | -17.7% |
| Q1 2018 | $35,495,000 | +152.0% | 614,166 | +170.9% | 8.03% | +27.3% |
| Q4 2017 | $14,087,000 | +35.3% | 226,695 | +18.8% | 6.31% | -14.7% |
| Q3 2017 | $10,412,000 | +4.7% | 190,854 | +3.8% | 7.39% | +44.0% |
| Q2 2017 | $9,946,000 | +2.2% | 183,886 | +2.6% | 5.13% | +0.5% |
| Q1 2017 | $9,731,000 | +3.7% | 179,292 | +3.5% | 5.11% | -3.9% |
| Q4 2016 | $9,381,000 | +5.5% | 173,308 | +8.6% | 5.32% | -2.9% |
| Q3 2016 | $8,894,000 | – | 159,529 | – | 5.48% | – |
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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% |