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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $438,000 | -92.6% | 8,032 | -92.5% | 0.10% | -96.4% |
| Q2 2018 | $5,880,000 | -5.3% | 107,475 | -5.2% | 2.72% | -8.0% |
| Q1 2018 | $6,206,000 | -62.1% | 113,399 | -62.4% | 2.95% | -5.0% |
| Q4 2017 | $16,390,000 | -30.7% | 301,438 | -30.4% | 3.10% | -31.9% |
| Q3 2017 | $23,654,000 | -5.1% | 433,298 | -5.5% | 4.56% | -6.6% |
| Q2 2017 | $24,938,000 | +98.6% | 458,752 | +97.7% | 4.88% | -3.8% |
| Q1 2017 | $12,558,000 | -50.0% | 231,992 | -49.9% | 5.07% | -7.2% |
| Q4 2016 | $25,120,000 | -2.8% | 462,684 | +0.3% | 5.47% | -2.3% |
| Q3 2016 | $25,854,000 | +102.6% | 461,366 | +101.3% | 5.59% | -1.7% |
| Q2 2016 | $12,764,000 | +1.4% | 229,150 | -3.7% | 5.69% | -1.1% |
| Q4 2015 | $12,587,000 | – | 238,029 | – | 5.76% | – |
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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% |