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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |