VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $262,000 | +1.6% | 4,756 | +4.8% | 0.00% | 0.0% |
Q3 2021 | $258,000 | -0.4% | 4,537 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $259,000 | -6.5% | 4,537 | -6.4% | 0.00% | 0.0% |
Q1 2021 | $277,000 | -8.0% | 4,848 | -5.7% | 0.00% | 0.0% |
Q4 2020 | $301,000 | +0.7% | 5,143 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $299,000 | +11.6% | 5,143 | +11.0% | 0.00% | 0.0% |
Q2 2020 | $268,000 | +31.4% | 4,634 | +28.5% | 0.00% | +50.0% |
Q4 2019 | $204,000 | -2.9% | 3,605 | +1.0% | 0.00% | 0.0% |
Q3 2019 | $210,000 | +2.4% | 3,571 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $205,000 | -6.8% | 3,571 | -11.3% | 0.00% | -33.3% |
Q2 2018 | $220,000 | -45.0% | 4,025 | -45.0% | 0.00% | 0.0% |
Q1 2018 | $400,000 | +63.9% | 7,322 | +63.0% | 0.00% | 0.0% |
Q2 2017 | $244,000 | – | 4,491 | – | 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% |