VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $11,720,000 | +3.0% | 199,213 | +0.3% | 4.16% | -11.5% |
| Q2 2019 | $11,379,000 | +8.8% | 198,588 | +5.9% | 4.70% | +32.5% |
| Q1 2019 | $10,460,000 | +23.3% | 187,550 | +20.0% | 3.55% | +12.4% |
| Q4 2018 | $8,480,000 | -16.0% | 156,308 | -15.5% | 3.16% | -43.3% |
| Q3 2018 | $10,091,000 | -1.8% | 185,026 | -1.5% | 5.57% | +9.4% |
| Q2 2018 | $10,273,000 | -19.5% | 187,767 | -17.5% | 5.09% | +55.9% |
| Q3 2016 | $12,759,000 | +1.0% | 227,673 | +0.4% | 3.26% | +3.3% |
| Q2 2016 | $12,633,000 | – | 226,813 | – | 3.16% | – |
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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% |