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 2020 | $216,000 | -3.6% | 3,685 | -4.5% | 0.06% | -14.7% |
| Q3 2020 | $224,000 | +0.4% | 3,858 | -0.1% | 0.08% | -6.2% |
| Q2 2020 | $223,000 | -37.9% | 3,863 | -39.5% | 0.08% | -51.8% |
| Q1 2020 | $359,000 | +9.5% | 6,387 | +10.1% | 0.17% | +29.7% |
| Q4 2019 | $328,000 | +8.3% | 5,801 | +12.8% | 0.13% | -3.8% |
| Q3 2019 | $303,000 | +2.0% | 5,145 | -0.8% | 0.13% | -2.9% |
| Q2 2019 | $297,000 | +2.4% | 5,188 | -0.3% | 0.14% | -5.5% |
| Q1 2019 | $290,000 | +17.4% | 5,203 | +14.4% | 0.14% | -0.7% |
| Q4 2018 | $247,000 | -10.8% | 4,550 | -10.3% | 0.15% | -2.7% |
| Q3 2018 | $277,000 | +4.9% | 5,071 | +5.2% | 0.15% | -5.7% |
| Q2 2018 | $264,000 | +2.7% | 4,821 | +2.9% | 0.16% | -1.2% |
| Q1 2018 | $257,000 | -38.4% | 4,687 | -38.9% | 0.16% | -36.6% |
| Q4 2017 | $417,000 | +2.2% | 7,667 | +2.5% | 0.25% | -4.2% |
| Q3 2017 | $408,000 | +10.6% | 7,481 | +10.2% | 0.26% | +27.4% |
| Q2 2017 | $369,000 | -2.6% | 6,790 | -3.1% | 0.21% | -11.1% |
| Q1 2017 | $379,000 | +31.1% | 7,006 | +31.4% | 0.23% | +20.0% |
| Q4 2016 | $289,000 | – | 5,332 | – | 0.20% | – |
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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% |