VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $209,000 | +1.5% | 3,709 | +1.9% | 0.08% | +17.2% |
| Q4 2019 | $206,000 | -76.9% | 3,639 | -76.6% | 0.06% | -78.5% |
| Q2 2019 | $890,000 | +297.3% | 15,537 | +286.5% | 0.30% | +285.7% |
| Q1 2019 | $224,000 | -68.8% | 4,020 | -69.7% | 0.08% | -73.8% |
| Q4 2018 | $719,000 | +22.9% | 13,258 | +23.7% | 0.29% | +44.8% |
| Q3 2018 | $585,000 | +66.2% | 10,719 | +65.3% | 0.20% | +37.2% |
| Q4 2017 | $352,000 | +0.9% | 6,483 | +1.4% | 0.15% | -4.5% |
| Q3 2017 | $349,000 | +0.9% | 6,392 | +0.5% | 0.16% | -9.9% |
| Q2 2017 | $346,000 | +58.0% | 6,362 | +56.9% | 0.17% | +52.2% |
| Q1 2017 | $219,000 | – | 4,054 | – | 0.11% | – |
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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% |