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 2023 | $307,738 | +9.0% | 6,434 | +11.4% | 0.08% | +11.9% |
| Q2 2023 | $282,282 | +2.5% | 5,775 | +2.6% | 0.07% | -2.9% |
| Q1 2023 | $275,273 | +21.1% | 5,627 | +17.4% | 0.07% | +11.3% |
| Q4 2022 | $227,379 | -46.4% | 4,794 | -36.0% | 0.06% | -60.3% |
| Q4 2019 | $424,000 | -29.1% | 7,493 | -26.3% | 0.16% | -35.3% |
| Q3 2019 | $598,000 | -36.1% | 10,163 | -37.8% | 0.24% | -38.4% |
| Q2 2019 | $936,000 | -12.8% | 16,327 | -15.2% | 0.39% | -20.7% |
| Q1 2019 | $1,073,000 | +1.4% | 19,247 | -1.4% | 0.49% | -15.1% |
| Q4 2018 | $1,058,000 | -3.6% | 19,512 | -3.0% | 0.58% | +3.8% |
| Q3 2018 | $1,097,000 | -3.7% | 20,114 | -3.4% | 0.56% | -10.4% |
| Q2 2018 | $1,139,000 | -11.4% | 20,824 | -11.3% | 0.62% | -15.2% |
| Q1 2018 | $1,285,000 | -9.4% | 23,474 | -10.0% | 0.74% | -9.5% |
| Q4 2017 | $1,418,000 | – | 26,079 | – | 0.81% | – |
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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% |