VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,195,000 | +37.2% | 112,319 | +41.8% | 0.41% | +15.6% |
| Q3 2021 | $4,514,000 | +1.1% | 79,235 | +1.3% | 0.35% | -1.7% |
| Q2 2021 | $4,465,000 | +11.0% | 78,205 | +11.0% | 0.36% | +0.3% |
| Q1 2021 | $4,024,000 | -24.0% | 70,454 | -22.1% | 0.36% | -29.6% |
| Q4 2020 | $5,295,000 | +34.9% | 90,448 | +34.0% | 0.51% | +19.9% |
| Q3 2020 | $3,926,000 | -14.1% | 67,488 | -14.7% | 0.42% | -20.6% |
| Q2 2020 | $4,569,000 | +21.2% | 79,141 | +18.1% | 0.53% | +9.7% |
| Q1 2020 | $3,769,000 | +21.2% | 66,986 | +21.9% | 0.49% | +51.4% |
| Q4 2019 | $3,110,000 | -7.7% | 54,963 | -4.0% | 0.32% | -12.3% |
| Q3 2019 | $3,368,000 | +5.4% | 57,248 | +2.7% | 0.37% | +7.0% |
| Q2 2019 | $3,194,000 | +31840.0% | 55,747 | +29552.7% | 0.34% | +11300.0% |
| Q1 2019 | $10,000 | -99.6% | 188 | -99.6% | 0.00% | -99.4% |
| Q4 2018 | $2,455,000 | +56.3% | 45,253 | +57.6% | 0.51% | +54.1% |
| Q1 2018 | $1,571,000 | +3640.5% | 28,712 | +3643.4% | 0.33% | +2658.3% |
| Q3 2017 | $42,000 | -100.0% | 767 | -64.4% | 0.01% | -58.6% |
| Q2 2017 | $117,000,000 | +185.4% | 2,157 | +182.3% | 0.03% | +163.6% |
| Q1 2017 | $41,000,000 | -61.7% | 764 | -61.3% | 0.01% | -42.1% |
| Q4 2016 | $107,000,000 | +97172.7% | 1,973 | +0.2% | 0.02% | -5.0% |
| Q3 2016 | $110,000 | -84.4% | 1,970 | -84.4% | 0.02% | -91.0% |
| Q2 2016 | $703,000 | -8.2% | 12,634 | -10.1% | 0.22% | -17.4% |
| Q1 2016 | $766,000 | +11.0% | 14,052 | +7.6% | 0.27% | +5.1% |
| Q4 2015 | $690,000 | -9.2% | 13,057 | -9.1% | 0.26% | -5.5% |
| Q3 2015 | $760,000 | +560.9% | 14,360 | +548.3% | 0.27% | +580.0% |
| Q2 2015 | $115,000 | -90.7% | 2,215 | -90.4% | 0.04% | -90.0% |
| Q1 2015 | $1,243,000 | +9.5% | 22,994 | +7.6% | 0.40% | +5.8% |
| Q4 2014 | $1,135,000 | +25.3% | 21,376 | +23.0% | 0.38% | +109.4% |
| Q3 2014 | $906,000 | – | 17,380 | – | 0.18% | – |
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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% |