VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $259,000 | -9.8% | 4,419 | -10.4% | 0.15% | -18.2% |
| Q3 2020 | $287,000 | -34.0% | 4,930 | -34.6% | 0.19% | -37.2% |
| Q2 2020 | $435,000 | -30.5% | 7,543 | -30.1% | 0.30% | -38.4% |
| Q1 2020 | $626,000 | -97.1% | 10,790 | -97.2% | 0.48% | -96.6% |
| Q4 2019 | $21,591,000 | -4.2% | 381,608 | -0.4% | 14.39% | -27.6% |
| Q3 2019 | $22,535,000 | +58.9% | 383,053 | +54.8% | 19.86% | +122.7% |
| Q2 2019 | $14,180,000 | +3998.3% | 247,473 | +3883.1% | 8.92% | +4230.6% |
| Q1 2019 | $346,000 | +47.9% | 6,213 | +43.8% | 0.21% | +34.6% |
| Q4 2018 | $234,000 | – | 4,321 | – | 0.15% | – |
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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% |