VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 554 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Summit Wealth Group, LLC | 437,244 | $24,976,000 | 40.24% |
| Sensible Financial Planning & Management, LLC. | 1,162,208 | $66,385,000 | 24.37% |
| ECLECTIC ASSOCIATES INC /ADV | 431,282 | $24,635,000 | 20.40% |
| ASSET PLANNING CORPORATION | 229,985 | $13,137,000 | 13.67% |
| ADE, LLC | 211,273 | $12,068,000 | 11.98% |
| Brickley Wealth Management | 709,573 | $40,531,000 | 10.85% |
| McCarthy Grittinger Financial Group, LLC | 382,539 | $21,850,621 | 10.50% |
| Ally Invest Advisors Inc. | 1,104,339 | $63,080,000 | 10.50% |
| Facet Wealth, Inc. | 902,831 | $51,570,000 | 9.10% |
| Capstone Financial Advisors, Inc. | 1,745,617 | $99,710,000 | 8.84% |