VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $72,805 | +102.2% | 1,535 | +110.6% | 0.03% | +125.0% |
| Q2 2022 | $36,000 | +44.0% | 729 | +66.8% | 0.01% | +50.0% |
| Q3 2021 | $25,000 | +525.0% | 437 | +542.6% | 0.01% | +700.0% |
| Q2 2021 | $4,000 | +300.0% | 68 | +580.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 10 | +233.3% | 0.00% | – |
| Q2 2019 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 3 | -98.1% | 0.00% | -100.0% |
| Q4 2018 | $9,000 | – | 159 | +5200.0% | 0.00% | – |
| Q1 2018 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |