VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $395,000 | +13.2% | 7,216 | +12.4% | 0.33% | +15.3% |
| Q4 2017 | $349,000 | -0.3% | 6,419 | 0.0% | 0.29% | -3.7% |
| Q3 2017 | $350,000 | +0.3% | 6,419 | 0.0% | 0.30% | -0.7% |
| Q2 2017 | $349,000 | +0.6% | 6,419 | 0.0% | 0.30% | -2.3% |
| Q1 2017 | $347,000 | -0.3% | 6,419 | 0.0% | 0.31% | +2.0% |
| Q4 2016 | $348,000 | -3.3% | 6,419 | 0.0% | 0.30% | -1.3% |
| Q3 2016 | $360,000 | +0.6% | 6,419 | 0.0% | 0.31% | +1.7% |
| Q2 2016 | $358,000 | +2.3% | 6,419 | 0.0% | 0.30% | +3.1% |
| Q1 2016 | $350,000 | – | 6,419 | – | 0.29% | – |
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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% |