VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $181,000 | -5.2% | 3,461 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $191,000 | -1.0% | 3,461 | 0.0% | 0.02% | -26.1% |
| Q3 2021 | $193,000 | -2.5% | 3,461 | 0.0% | 0.02% | +21.1% |
| Q2 2021 | $198,000 | 0.0% | 3,461 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $198,000 | -2.5% | 3,461 | 0.0% | 0.02% | -9.1% |
| Q4 2020 | $203,000 | +1.0% | 3,461 | 0.0% | 0.02% | -12.0% |
| Q3 2020 | $201,000 | +0.5% | 3,461 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $200,000 | +2.6% | 3,461 | 0.0% | 0.03% | -16.1% |
| Q1 2020 | $195,000 | -0.5% | 3,461 | 0.0% | 0.03% | +14.8% |
| Q4 2019 | $196,000 | -3.9% | 3,461 | 0.0% | 0.03% | -6.9% |
| Q3 2019 | $204,000 | +3.0% | 3,461 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $198,000 | +2.6% | 3,461 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $193,000 | +2.7% | 3,461 | 0.0% | 0.03% | -9.1% |
| Q4 2018 | $188,000 | +13.3% | 3,461 | +14.0% | 0.03% | +22.2% |
| Q3 2018 | $166,000 | – | 3,035 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |