VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 293 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $68,000 | -84.8% | 1,367 | -82.4% | 0.01% | -76.7% |
| Q2 2019 | $446,000 | +11.5% | 7,785 | +8.5% | 0.06% | +11.1% |
| Q1 2019 | $400,000 | +15.9% | 7,177 | +12.8% | 0.05% | +1.9% |
| Q4 2018 | $345,000 | -3.6% | 6,364 | -3.1% | 0.05% | +12.8% |
| Q3 2018 | $358,000 | -25.9% | 6,565 | -25.6% | 0.05% | -35.6% |
| Q2 2018 | $483,000 | +0.2% | 8,824 | +0.1% | 0.07% | 0.0% |
| Q1 2018 | $482,000 | -9.7% | 8,814 | -10.2% | 0.07% | -7.6% |
| Q4 2017 | $534,000 | -13.7% | 9,818 | -13.4% | 0.08% | -26.9% |
| Q3 2017 | $619,000 | -35.3% | 11,343 | -35.5% | 0.11% | -31.2% |
| Q2 2017 | $956,000 | – | 17,598 | – | 0.16% | – |
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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% |