VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -5.4% | 4,364 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $242,000 | 0.0% | 4,384 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +12.6% | 4,250 | +12.6% | 0.00% | 0.0% |
| Q2 2021 | $215,000 | -20.1% | 3,773 | -19.9% | 0.00% | -33.3% |
| Q1 2021 | $269,000 | +21.7% | 4,711 | +24.9% | 0.00% | +50.0% |
| Q4 2020 | $221,000 | -13.0% | 3,773 | -13.7% | 0.00% | -33.3% |
| Q3 2020 | $254,000 | +0.8% | 4,371 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $252,000 | +3.7% | 4,371 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $243,000 | -12.9% | 4,316 | -12.6% | 0.00% | 0.0% |
| Q4 2019 | $279,000 | +13.0% | 4,938 | +14.4% | 0.00% | 0.0% |
| Q3 2019 | $247,000 | 0.0% | 4,315 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $247,000 | +17.6% | 4,315 | +14.3% | 0.00% | 0.0% |
| Q1 2019 | $210,000 | +4.5% | 3,774 | +2.1% | 0.00% | 0.0% |
| Q4 2018 | $201,000 | -0.5% | 3,698 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $202,000 | -99.9% | 3,698 | -5.3% | 0.00% | -33.3% |
| Q4 2017 | $212,206,000 | – | 3,903 | – | 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% |