VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $10,434,000 | -14.9% | 182,101 | -17.2% | 0.45% | -22.5% |
| Q1 2019 | $12,261,000 | +2.8% | 219,854 | 0.0% | 0.58% | -21.8% |
| Q4 2018 | $11,927,000 | -62.7% | 219,854 | -62.5% | 0.75% | -49.5% |
| Q3 2018 | $31,985,000 | +219.1% | 586,456 | +220.1% | 1.48% | +232.4% |
| Q2 2018 | $10,023,000 | -34.8% | 183,194 | -34.7% | 0.44% | -35.7% |
| Q1 2018 | $15,362,000 | +0.7% | 280,687 | 0.0% | 0.69% | -52.7% |
| Q4 2017 | $15,261,000 | +101.2% | 280,687 | +102.0% | 1.46% | +129.0% |
| Q3 2017 | $7,585,000 | -28.2% | 138,936 | -28.5% | 0.64% | -50.9% |
| Q2 2017 | $10,558,000 | +35.2% | 194,219 | +34.6% | 1.30% | +1.2% |
| Q1 2017 | $7,810,000 | +4.2% | 144,290 | +1.8% | 1.28% | -50.0% |
| Q4 2015 | $7,496,000 | -0.1% | 141,751 | 0.0% | 2.56% | -20.8% |
| Q3 2015 | $7,503,000 | +1.1% | 141,751 | 0.0% | 3.24% | +35.1% |
| Q2 2015 | $7,423,000 | – | 141,751 | – | 2.40% | – |
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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% |