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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $689,000 | -0.6% | 12,245 | 0.0% | 0.17% | +31.3% |
| Q4 2019 | $693,000 | -3.8% | 12,245 | 0.0% | 0.13% | -7.1% |
| Q3 2019 | $720,000 | +6.0% | 12,245 | +3.4% | 0.14% | +10.2% |
| Q2 2019 | $679,000 | +14.9% | 11,845 | +11.8% | 0.13% | +12.3% |
| Q1 2019 | $591,000 | +51.2% | 10,595 | +47.2% | 0.11% | +39.0% |
| Q4 2018 | $391,000 | +23.7% | 7,200 | +24.1% | 0.08% | +49.1% |
| Q3 2018 | $316,000 | -0.3% | 5,800 | 0.0% | 0.06% | -5.2% |
| Q2 2018 | $317,000 | – | 5,800 | – | 0.06% | – |
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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% |