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 2016 | $191,000 | +2.1% | 3,431 | 0.0% | 0.12% | -0.8% |
| Q1 2016 | $187,000 | -15.0% | 3,431 | -17.5% | 0.12% | -9.8% |
| Q4 2015 | $220,000 | -6.0% | 4,158 | -6.1% | 0.13% | -9.0% |
| Q3 2015 | $234,000 | -8.6% | 4,428 | -9.5% | 0.14% | -5.8% |
| Q2 2015 | $256,000 | -5.2% | 4,895 | -1.9% | 0.15% | -6.7% |
| Q1 2015 | $270,000 | -33.5% | 4,992 | -34.8% | 0.16% | -51.6% |
| Q4 2014 | $406,000 | – | 7,653 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |