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 ↓ |
|---|---|---|---|
| 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% |