VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,448,693 | +14.2% | 113,918 | +16.7% | 0.06% | +10.9% |
Q2 2023 | $4,773,143 | +0.2% | 97,650 | +0.3% | 0.06% | -5.2% |
Q1 2023 | $4,764,534 | +10.6% | 97,394 | +7.2% | 0.06% | +1.8% |
Q4 2022 | $4,308,756 | +11.1% | 90,845 | +11.8% | 0.06% | -5.0% |
Q3 2022 | $3,879,000 | +0.5% | 81,279 | +4.4% | 0.06% | +3.4% |
Q2 2022 | $3,859,000 | -12.1% | 77,889 | -7.0% | 0.06% | -3.3% |
Q1 2022 | $4,388,000 | -0.4% | 83,715 | +4.8% | 0.06% | -9.1% |
Q4 2021 | $4,405,000 | +8.5% | 79,855 | +12.0% | 0.07% | -2.9% |
Q3 2021 | $4,060,000 | +16.7% | 71,274 | +17.0% | 0.07% | +7.9% |
Q2 2021 | $3,479,000 | +14.5% | 60,922 | +14.6% | 0.06% | -3.1% |
Q1 2021 | $3,039,000 | -4.8% | 53,173 | -2.6% | 0.06% | -14.5% |
Q4 2020 | $3,192,000 | -57.9% | 54,590 | -58.1% | 0.08% | -37.7% |
Q3 2020 | $7,580,000 | +1029.7% | 130,396 | +1023.3% | 0.12% | +542.1% |
Q2 2020 | $671,000 | -33.3% | 11,608 | -35.0% | 0.02% | -36.7% |
Q1 2020 | $1,006,000 | +36.5% | 17,846 | +37.6% | 0.03% | +76.5% |
Q4 2019 | $737,000 | +39.8% | 12,973 | +44.6% | 0.02% | -19.0% |
Q3 2019 | $527,000 | -25.1% | 8,972 | -26.9% | 0.02% | -32.3% |
Q2 2019 | $704,000 | +33.6% | 12,281 | +29.9% | 0.03% | +10.7% |
Q1 2019 | $527,000 | -35.4% | 9,453 | -36.8% | 0.03% | -79.6% |
Q4 2018 | $816,000 | – | 14,965 | – | 0.14% | – |
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% |