VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $12,668,000 | +6.8% | 215,320 | +4.1% | 0.02% | +8.7% |
| Q2 2019 | $11,856,000 | +117.4% | 206,920 | +111.6% | 0.02% | +9.5% |
| Q1 2019 | $5,454,000 | +8.2% | 97,790 | +5.2% | 0.02% | -4.5% |
| Q4 2018 | $5,042,000 | +0.3% | 92,940 | +0.8% | 0.02% | +22.2% |
| Q3 2018 | $5,029,000 | +4.0% | 92,210 | +4.3% | 0.02% | -5.3% |
| Q2 2018 | $4,835,000 | +6.4% | 88,370 | +6.5% | 0.02% | +5.6% |
| Q1 2018 | $4,543,000 | +5.8% | 83,010 | +5.2% | 0.02% | +5.9% |
| Q4 2017 | $4,292,000 | +3.3% | 78,940 | +3.7% | 0.02% | -5.6% |
| Q3 2017 | $4,156,000 | +5.9% | 76,140 | +5.4% | 0.02% | 0.0% |
| Q2 2017 | $3,926,000 | -4.8% | 72,230 | -5.2% | 0.02% | -5.3% |
| Q1 2017 | $4,124,000 | +3.0% | 76,180 | +3.3% | 0.02% | 0.0% |
| Q4 2016 | $4,004,000 | +10.0% | 73,750 | +13.6% | 0.02% | +18.8% |
| Q3 2016 | $3,639,000 | +9.7% | 64,930 | +9.1% | 0.02% | +6.7% |
| Q2 2016 | $3,316,000 | +7.7% | 59,530 | +5.4% | 0.02% | +7.1% |
| Q1 2016 | $3,079,000 | +4.6% | 56,460 | +1.4% | 0.01% | +7.7% |
| Q4 2015 | $2,945,000 | +18.7% | 55,690 | +18.7% | 0.01% | +30.0% |
| Q3 2015 | $2,482,000 | -13.3% | 46,900 | -14.2% | 0.01% | -9.1% |
| Q2 2015 | $2,862,000 | -11.1% | 54,650 | -8.2% | 0.01% | -15.4% |
| Q1 2015 | $3,218,000 | – | 59,500 | – | 0.01% | – |
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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% |