VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,979 | -2.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,110 | -0.1% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,115 | +101816.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | -14.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 125 | -7.4% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 135 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -46.2% | 125 | -44.4% | 0.00% | -50.0% |
| Q2 2019 | $13,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | -48.0% | 225 | -52.1% | 0.00% | -50.0% |
| Q4 2018 | $25,000 | 0.0% | 470 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $25,000 | -68.8% | 470 | -68.0% | 0.00% | -75.0% |
| Q2 2018 | $80,000 | 0.0% | 1,470 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $80,000 | -38.9% | 1,470 | -39.3% | 0.01% | -33.3% |
| Q4 2017 | $131,000 | -17.1% | 2,420 | -16.4% | 0.02% | -21.7% |
| Q3 2017 | $158,000 | -0.6% | 2,895 | -1.4% | 0.02% | -4.2% |
| Q2 2017 | $159,000 | -25.4% | 2,935 | -25.4% | 0.02% | -25.0% |
| Q1 2017 | $213,000 | 0.0% | 3,935 | 0.0% | 0.03% | +3.2% |
| Q4 2016 | $213,000 | -3.6% | 3,935 | 0.0% | 0.03% | -3.1% |
| Q3 2016 | $221,000 | +0.5% | 3,935 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $220,000 | +2.8% | 3,935 | 0.0% | 0.03% | -3.0% |
| Q1 2016 | $214,000 | -33.5% | 3,935 | -35.3% | 0.03% | -36.5% |
| Q4 2015 | $322,000 | -11.8% | 6,083 | -11.7% | 0.05% | -22.4% |
| Q3 2015 | $365,000 | -14.7% | 6,888 | -15.7% | 0.07% | -6.9% |
| Q2 2015 | $428,000 | -71.1% | 8,170 | -70.1% | 0.07% | -70.5% |
| Q1 2015 | $1,479,000 | -10.1% | 27,350 | -11.7% | 0.24% | -11.6% |
| Q4 2014 | $1,645,000 | +350.7% | 30,980 | +343.4% | 0.28% | +324.6% |
| Q3 2014 | $365,000 | – | 6,987 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |