VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $655,000 | +1.6% | 11,874 | +4.9% | 0.04% | -15.6% |
| Q3 2021 | $645,000 | +1.7% | 11,317 | +1.9% | 0.04% | -13.5% |
| Q2 2021 | $634,000 | +10.5% | 11,107 | +10.5% | 0.05% | -10.3% |
| Q1 2021 | $574,000 | -99.8% | 10,053 | +137.2% | 0.06% | -13.4% |
| Q1 2020 | $238,491,000 | +11.3% | 4,239 | +11.9% | 0.07% | +28.8% |
| Q4 2019 | $214,346,000 | +4.2% | 3,788 | +8.4% | 0.05% | -14.8% |
| Q3 2019 | $205,647,000 | +98295.7% | 3,496 | -4.0% | 0.06% | -12.9% |
| Q2 2019 | $209,000 | -99.9% | 3,641 | +2.5% | 0.07% | -2.8% |
| Q1 2019 | $198,117,000 | +124501.9% | 3,552 | +21.9% | 0.07% | +80.0% |
| Q3 2018 | $159,000 | -18.9% | 2,913 | -18.7% | 0.04% | -18.4% |
| Q2 2018 | $196,000 | +5.4% | 3,581 | +5.4% | 0.05% | -23.4% |
| Q1 2018 | $186,000 | – | 3,397 | – | 0.06% | – |
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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% |