VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $713,000 | -4.8% | 12,610 | -0.9% | 0.26% | -13.5% |
| Q3 2019 | $749,000 | -3.1% | 12,724 | -5.3% | 0.30% | +2.1% |
| Q2 2019 | $773,000 | +4.6% | 13,434 | +0.9% | 0.29% | +3.2% |
| Q1 2019 | $739,000 | -63.0% | 13,311 | -63.9% | 0.28% | -63.0% |
| Q4 2018 | $1,998,000 | +16.2% | 36,832 | +16.0% | 0.76% | +8.1% |
| Q3 2018 | $1,719,000 | +177.3% | 31,762 | +178.4% | 0.70% | +149.1% |
| Q4 2017 | $620,000 | +1.0% | 11,408 | +1.4% | 0.28% | -8.7% |
| Q3 2017 | $614,000 | +7.2% | 11,256 | +6.8% | 0.31% | +8.4% |
| Q2 2017 | $573,000 | – | 10,535 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 626,236 | $32,840,000 | 20.93% |
| Sensible Financial Planning & Management, LLC. | 1,396,309 | $73,222,000 | 19.57% |
| Summit Wealth Group, LLC | 266,561 | $13,978,000 | 14.64% |
| Refined Wealth Management | 316,792 | $16,613,000 | 14.04% |
| Evolution Advisers, Inc. | 308,516 | $16,178,000 | 11.97% |
| Silver Oak Advisory Group, Inc. | 349,244 | $18,314,000 | 11.95% |
| ASSET PLANNING CORPORATION | 255,967 | $13,423,000 | 11.72% |
| ADE, LLC | 224,010 | $11,747,000 | 11.04% |
| Rappaport Reiches Capital Management, LLC | 388,013 | $20,347,257 | 10.85% |
| Ally Invest Advisors Inc. | 1,668,958 | $87,520,000 | 10.07% |