VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,398,000 | +0.5% | 78,858 | -2.2% | 1.54% | -15.6% |
| Q4 2018 | $4,374,000 | -0.8% | 80,621 | -0.3% | 1.83% | +13.2% |
| Q3 2018 | $4,410,000 | +10.6% | 80,864 | +11.0% | 1.62% | +6.6% |
| Q2 2018 | $3,987,000 | -3.8% | 72,882 | -3.7% | 1.52% | -3.4% |
| Q1 2018 | $4,144,000 | -9.5% | 75,708 | -10.7% | 1.57% | -8.0% |
| Q4 2017 | $4,581,000 | +274.3% | 84,733 | +279.8% | 1.71% | +373.9% |
| Q3 2017 | $1,224,000 | -33.5% | 22,307 | -33.9% | 0.36% | -28.7% |
| Q2 2017 | $1,841,000 | +44.7% | 33,736 | +43.6% | 0.50% | +28.2% |
| Q1 2017 | $1,272,000 | -33.1% | 23,495 | -32.9% | 0.39% | -26.4% |
| Q4 2016 | $1,901,000 | -0.9% | 35,016 | +2.2% | 0.54% | -1.8% |
| Q3 2016 | $1,919,000 | +0.3% | 34,248 | -0.3% | 0.54% | -7.0% |
| Q2 2016 | $1,913,000 | +4.0% | 34,342 | +1.9% | 0.59% | +13.6% |
| Q1 2016 | $1,839,000 | +3.6% | 33,716 | +0.4% | 0.52% | +0.6% |
| Q4 2015 | $1,775,000 | -3.1% | 33,565 | -3.0% | 0.51% | -5.0% |
| Q3 2015 | $1,832,000 | +16.5% | 34,620 | +15.3% | 0.54% | +27.4% |
| Q2 2015 | $1,573,000 | -20.0% | 30,032 | -17.4% | 0.42% | -6.6% |
| Q1 2015 | $1,966,000 | +0.4% | 36,338 | -1.4% | 0.45% | -4.4% |
| Q4 2014 | $1,959,000 | – | 36,870 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |