VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,984 | -99.7% | 62,906 | +230.6% | 1.48% | +134.1% |
Q2 2022 | $943,000 | -67.2% | 19,028 | -63.5% | 0.63% | -54.1% |
Q4 2021 | $2,874,000 | -38.1% | 52,104 | -35.9% | 1.38% | -60.1% |
Q2 2021 | $4,641,000 | +1057.4% | 81,282 | +1057.7% | 3.46% | +896.5% |
Q1 2021 | $401,000 | -64.0% | 7,021 | -63.1% | 0.35% | -60.4% |
Q4 2020 | $1,113,000 | -43.3% | 19,014 | -43.7% | 0.88% | -52.7% |
Q3 2020 | $1,964,000 | +80.2% | 33,759 | +78.8% | 1.86% | +67.7% |
Q2 2020 | $1,090,000 | +81.7% | 18,880 | +77.9% | 1.11% | +113.1% |
Q4 2019 | $600,000 | – | 10,612 | – | 0.52% | – |
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% |