VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 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 ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |