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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 35 | +2.9% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 34 | -24.4% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 45 | +2.3% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 44 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -50.0% | 43 | -33.8% | 0.00% | -50.0% |
| Q4 2016 | $4,000 | -42.9% | 65 | -45.8% | 0.00% | -33.3% |
| Q3 2016 | $7,000 | -70.8% | 120 | -71.9% | 0.00% | -75.0% |
| Q2 2016 | $24,000 | +4.3% | 427 | +0.5% | 0.01% | +9.1% |
| Q1 2016 | $23,000 | +4.5% | 425 | 0.0% | 0.01% | +10.0% |
| Q4 2015 | $22,000 | – | 425 | – | 0.01% | – |
Download | ||||||
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% |