VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $681,000 | -77.4% | 12,106 | -77.3% | 0.66% | -76.0% |
Q4 2019 | $3,017,000 | -48.4% | 53,323 | -46.4% | 2.75% | -50.9% |
Q3 2019 | $5,851,000 | -0.7% | 99,452 | -3.3% | 5.59% | -3.1% |
Q2 2019 | $5,893,000 | +14.3% | 102,845 | +11.3% | 5.77% | +8.6% |
Q1 2019 | $5,154,000 | +47.2% | 92,410 | +43.3% | 5.31% | +14.9% |
Q4 2018 | $3,501,000 | +101.7% | 64,489 | +102.5% | 4.62% | +124.3% |
Q3 2018 | $1,736,000 | – | 31,852 | – | 2.06% | – |
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% |