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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $46,272,000 | +1.7% | 822,462 | +2.3% | 17.33% | +9.8% |
| Q4 2019 | $45,480,000 | +11.2% | 803,814 | +15.6% | 15.79% | -1.1% |
| Q3 2019 | $40,892,000 | +18.5% | 695,087 | +15.4% | 15.96% | +6.5% |
| Q2 2019 | $34,518,000 | +5.3% | 602,411 | +2.5% | 14.99% | -6.3% |
| Q1 2019 | $32,770,000 | +8.1% | 587,588 | +5.2% | 15.99% | -3.4% |
| Q4 2018 | $30,314,000 | +5.5% | 558,779 | +6.1% | 16.56% | -24.8% |
| Q3 2018 | $28,723,000 | +3.7% | 526,645 | +4.1% | 22.03% | -12.7% |
| Q2 2018 | $27,688,000 | +3.4% | 506,099 | +3.4% | 25.24% | -4.3% |
| Q1 2018 | $26,783,000 | +6.7% | 489,361 | +6.0% | 26.38% | -4.6% |
| Q4 2017 | $25,099,000 | – | 461,640 | – | 27.65% | – |
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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% |