VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $462,000 | -5.3% | 8,524 | -4.8% | 0.06% | +7.0% |
| Q3 2018 | $488,000 | +9.2% | 8,951 | +9.4% | 0.06% | +5.6% |
| Q2 2018 | $447,000 | -22.3% | 8,179 | -22.1% | 0.05% | -25.0% |
| Q1 2018 | $575,000 | -82.1% | 10,505 | -82.2% | 0.07% | -82.2% |
| Q4 2017 | $3,215,000 | +7.6% | 59,129 | +8.0% | 0.40% | -2.2% |
| Q3 2017 | $2,989,000 | +11.3% | 54,750 | +10.8% | 0.41% | +3.8% |
| Q2 2017 | $2,685,000 | +9.2% | 49,394 | +8.7% | 0.40% | +3.1% |
| Q1 2017 | $2,459,000 | +11.2% | 45,431 | +11.6% | 0.39% | -29.0% |
| Q4 2016 | $2,211,000 | +75.3% | 40,718 | +80.9% | 0.54% | +120.6% |
| Q3 2016 | $1,261,000 | -0.2% | 22,507 | -0.8% | 0.25% | -7.8% |
| Q2 2016 | $1,263,000 | – | 22,681 | – | 0.27% | – |
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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% |