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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $254,000 | -1.2% | 4,339 | -1.6% | 0.11% | -14.3% |
| Q3 2020 | $257,000 | +5.3% | 4,410 | +4.2% | 0.13% | +1.5% |
| Q2 2020 | $244,000 | -27.6% | 4,232 | -29.5% | 0.13% | -49.4% |
| Q1 2020 | $337,000 | -12.2% | 6,005 | -11.5% | 0.26% | +14.6% |
| Q4 2019 | $384,000 | -3.0% | 6,788 | +0.7% | 0.23% | -12.1% |
| Q3 2019 | $396,000 | -3.6% | 6,738 | -6.1% | 0.26% | -2.3% |
| Q2 2019 | $411,000 | – | 7,179 | – | 0.26% | – |
Download | ||||||
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% |