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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $74,000 | -6.3% | 1,500 | 0.0% | 0.05% | +5.9% |
| Q1 2022 | $79,000 | -4.8% | 1,500 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $83,000 | +295.2% | 1,500 | +314.4% | 0.05% | +246.7% |
| Q1 2021 | $21,000 | 0.0% | 362 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $21,000 | 0.0% | 362 | 0.0% | 0.02% | -5.6% |
| Q3 2020 | $21,000 | -70.4% | 362 | -72.2% | 0.02% | -75.7% |
| Q4 2017 | $71,000 | 0.0% | 1,300 | 0.0% | 0.07% | -5.1% |
| Q3 2017 | $71,000 | 0.0% | 1,300 | 0.0% | 0.08% | -3.7% |
| Q2 2017 | $71,000 | +16.4% | 1,300 | +16.1% | 0.08% | +15.7% |
| Q1 2017 | $61,000 | -96.7% | 1,120 | -96.7% | 0.07% | -96.7% |
| Q4 2016 | $1,846,000 | -26.7% | 34,000 | -24.8% | 2.10% | -27.3% |
| Q3 2016 | $2,518,000 | -2.8% | 45,210 | -2.8% | 2.89% | -2.5% |
| Q2 2016 | $2,591,000 | +65.5% | 46,510 | +61.9% | 2.96% | +68.6% |
| Q1 2016 | $1,566,000 | +703.1% | 28,720 | +678.3% | 1.76% | +915.6% |
| Q4 2015 | $195,000 | – | 3,690 | – | 0.17% | – |
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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% |