VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
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% | – |
Download | ||||||
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% |