VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $773,000 | -23.8% | 13,202 | -24.3% | 0.27% | -41.4% |
| Q3 2020 | $1,014,000 | +39.3% | 17,432 | +38.3% | 0.46% | -15.6% |
| Q2 2020 | $728,000 | -42.8% | 12,606 | -44.2% | 0.55% | -71.6% |
| Q1 2020 | $1,272,000 | -12.8% | 22,604 | -12.3% | 1.92% | +250.5% |
| Q4 2019 | $1,458,000 | -3.8% | 25,769 | 0.0% | 0.55% | -5.0% |
| Q3 2019 | $1,516,000 | -99.9% | 25,769 | 0.0% | 0.58% | +25.7% |
| Q2 2019 | $1,476,564,000 | +2.7% | 25,769 | 0.0% | 0.46% | -5.0% |
| Q1 2019 | $1,437,137,000 | +102699.5% | 25,769 | 0.0% | 0.48% | -61.7% |
| Q4 2018 | $1,398,000 | -12.4% | 25,769 | -11.9% | 1.26% | +60.2% |
| Q3 2018 | $1,595,000 | -0.3% | 29,245 | 0.0% | 0.79% | -1.4% |
| Q2 2018 | $1,600,000 | -0.1% | 29,245 | 0.0% | 0.80% | -14.6% |
| Q1 2018 | $1,601,000 | +16.4% | 29,245 | +15.5% | 0.94% | -36.0% |
| Q4 2017 | $1,376,000 | – | 25,312 | – | 1.46% | – |
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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% |