VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $231,300 | +3.1% | 4,729 | 0.0% | 0.18% | -10.1% |
| Q4 2022 | $224,255 | -0.8% | 4,729 | 0.0% | 0.20% | -8.8% |
| Q3 2022 | $226,000 | -3.4% | 4,729 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $234,000 | -5.6% | 4,729 | 0.0% | 0.21% | +13.6% |
| Q1 2022 | $248,000 | -5.0% | 4,729 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $261,000 | -55.3% | 4,729 | -53.9% | 0.18% | -59.9% |
| Q3 2021 | $584,000 | +3.0% | 10,255 | +3.4% | 0.45% | +0.9% |
| Q2 2021 | $567,000 | +25.4% | 9,922 | +25.2% | 0.44% | +16.3% |
| Q1 2021 | $452,000 | +0.9% | 7,927 | +3.5% | 0.38% | -1.3% |
| Q4 2020 | $448,000 | +2.5% | 7,662 | +2.0% | 0.38% | -3.0% |
| Q3 2020 | $437,000 | +1.9% | 7,512 | +0.9% | 0.40% | -4.8% |
| Q2 2020 | $429,000 | +23.3% | 7,447 | +20.2% | 0.42% | -2.8% |
| Q1 2020 | $348,000 | -12.1% | 6,197 | -11.5% | 0.43% | +7.5% |
| Q4 2019 | $396,000 | – | 6,999 | – | 0.40% | – |
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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% |