VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 205 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $315,000 | +542.9% | 5,496 | +522.4% | 0.01% | +400.0% |
| Q1 2019 | $49,000 | +48.5% | 883 | +47.2% | 0.00% | +100.0% |
| Q4 2017 | $33,000 | -99.0% | 600 | -99.0% | 0.00% | -99.3% |
| Q4 2016 | $3,302,000 | -9.4% | 60,827 | -6.4% | 0.14% | -7.9% |
| Q3 2016 | $3,643,000 | +0.6% | 65,020 | 0.0% | 0.15% | -1.3% |
| Q2 2016 | $3,622,000 | +2.1% | 65,020 | 0.0% | 0.15% | +1.3% |
| Q1 2016 | $3,546,000 | +3.0% | 65,020 | -0.2% | 0.15% | +2.0% |
| Q4 2015 | $3,444,000 | +0.1% | 65,133 | +0.2% | 0.15% | -0.7% |
| Q3 2015 | $3,442,000 | +1.1% | 65,020 | 0.0% | 0.15% | +14.5% |
| Q2 2015 | $3,405,000 | -3.2% | 65,020 | 0.0% | 0.13% | -1.5% |
| Q1 2015 | $3,517,000 | +1.8% | 65,020 | 0.0% | 0.13% | +1.5% |
| Q4 2014 | $3,454,000 | – | 65,020 | – | 0.13% | – |
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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% |