VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 358 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $139,000 | -23.2% | 2,452 | -20.1% | 0.01% | -33.3% |
Q3 2019 | $181,000 | -2.7% | 3,069 | -5.4% | 0.01% | 0.0% |
Q2 2019 | $186,000 | +6.9% | 3,243 | +4.2% | 0.01% | -10.0% |
Q1 2019 | $174,000 | +3.0% | 3,112 | 0.0% | 0.01% | -9.1% |
Q4 2018 | $169,000 | -4.0% | 3,112 | -3.4% | 0.01% | +10.0% |
Q3 2018 | $176,000 | +8.6% | 3,220 | +8.7% | 0.01% | 0.0% |
Q2 2018 | $162,000 | -8.0% | 2,963 | -8.1% | 0.01% | -9.1% |
Q1 2018 | $176,000 | +109.5% | 3,223 | +108.9% | 0.01% | +120.0% |
Q4 2017 | $84,000 | -56.0% | 1,543 | -55.8% | 0.01% | -72.2% |
Q3 2017 | $191,000 | +0.5% | 3,492 | 0.0% | 0.02% | -14.3% |
Q2 2017 | $190,000 | – | 3,492 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
ADE, LLC | 224,010 | $11,747,000 | 11.04% |
Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |