VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 205 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $518,062 | 0.0% | 10,590 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $518,062 | +134.4% | 10,590 | +128.1% | 0.00% | +200.0% |
| Q3 2022 | $221,000 | +4320.0% | 4,642 | +4636.7% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | -79.2% | 98 | -77.6% | 0.00% | – |
| Q1 2019 | $24,000 | +380.0% | 438 | +346.9% | 0.00% | – |
| Q4 2018 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q2 2017 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2017 | $5,000 | -93.1% | 98 | -92.6% | 0.00% | – |
| Q4 2016 | $72,000 | -2.7% | 1,332 | 0.0% | 0.00% | – |
| Q3 2016 | $74,000 | 0.0% | 1,332 | 0.0% | 0.00% | – |
| Q2 2016 | $74,000 | -51.3% | 1,332 | -52.4% | 0.00% | -100.0% |
| Q1 2016 | $152,000 | +2.7% | 2,798 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $148,000 | +1.4% | 2,798 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $146,000 | 0.0% | 2,798 | +3.6% | 0.00% | 0.0% |
| Q1 2015 | $146,000 | -33.6% | 2,700 | -35.1% | 0.00% | -50.0% |
| Q4 2014 | $220,000 | +189.5% | 4,161 | +184.8% | 0.00% | +100.0% |
| Q3 2014 | $76,000 | – | 1,461 | – | 0.00% | – |
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% |