VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $357,000 | -75.7% | 6,131 | -76.2% | 0.28% | -79.8% |
| Q1 2020 | $1,472,000 | +7.4% | 25,709 | +6.1% | 1.36% | +25.5% |
| Q4 2019 | $1,371,000 | -0.4% | 24,239 | -4.0% | 1.09% | -31.1% |
| Q3 2018 | $1,376,000 | -3.2% | 25,259 | -2.8% | 1.58% | -13.5% |
| Q2 2018 | $1,421,000 | -7.8% | 25,996 | -8.0% | 1.82% | -10.8% |
| Q1 2018 | $1,541,000 | -7.7% | 28,259 | -8.0% | 2.05% | +0.3% |
| Q4 2017 | $1,670,000 | -73.3% | 30,720 | -72.6% | 2.04% | -70.9% |
| Q2 2016 | $6,260,000 | +9.3% | 112,046 | +6.6% | 7.02% | +22.3% |
| Q1 2016 | $5,725,000 | +68.8% | 105,084 | +63.8% | 5.74% | +51.7% |
| Q4 2015 | $3,392,000 | +19.0% | 64,144 | +18.6% | 3.78% | +17.1% |
| Q3 2015 | $2,851,000 | – | 54,107 | – | 3.23% | – |
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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% |