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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $23,000 | -32.4% | 415 | -32.5% | 0.01% | -15.4% |
| Q3 2018 | $34,000 | 0.0% | 615 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $34,000 | 0.0% | 615 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | +3.0% | 615 | 0.0% | 0.01% | +7.7% |
| Q4 2017 | $33,000 | -2.9% | 615 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $34,000 | 0.0% | 615 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $34,000 | +3.0% | 615 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $33,000 | -54.8% | 615 | -54.7% | 0.01% | -57.6% |
| Q4 2016 | $73,000 | -99.9% | 1,359 | -31.6% | 0.03% | -36.5% |
| Q3 2016 | $110,299,000 | -0.3% | 1,986 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $110,620,000 | +7.5% | 1,986 | +5.3% | 0.05% | +6.1% |
| Q1 2016 | $102,862,000 | -15.8% | 1,886 | -18.4% | 0.05% | -16.9% |
| Q4 2015 | $122,205,000 | -31.4% | 2,311 | -31.4% | 0.06% | -35.9% |
| Q3 2015 | $178,215,000 | -12.8% | 3,367 | -13.7% | 0.09% | -5.2% |
| Q2 2015 | $204,400,000 | +70382.8% | 3,903 | -27.2% | 0.10% | -34.9% |
| Q1 2015 | $290,000 | +1.8% | 5,363 | 0.0% | 0.15% | +8.0% |
| Q4 2014 | $285,000 | – | 5,363 | – | 0.14% | – |
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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% |