VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $0 | -100.0% | 4 | -87.1% | 0.00% | – |
Q2 2023 | $1 | 0.0% | 31 | -11.4% | 0.00% | – |
Q1 2023 | $1 | -92.3% | 35 | -87.9% | 0.00% | -100.0% |
Q4 2022 | $13 | -100.0% | 289 | -79.9% | 0.00% | -85.7% |
Q3 2022 | $68,000 | +1260.0% | 1,436 | +1321.8% | 0.01% | +600.0% |
Q2 2022 | $5,000 | -16.7% | 101 | -14.4% | 0.00% | 0.0% |
Q1 2022 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $6,000 | +500.0% | 118 | +555.6% | 0.00% | – |
Q3 2021 | $1,000 | -85.7% | 18 | -84.5% | 0.00% | -100.0% |
Q4 2020 | $7,000 | 0.0% | 116 | 0.0% | 0.00% | -50.0% |
Q3 2020 | $7,000 | -88.7% | 116 | -89.8% | 0.00% | -90.5% |
Q2 2018 | $62,000 | – | 1,136 | +12522.2% | 0.02% | – |
Q1 2018 | $0 | -100.0% | 9 | -99.7% | 0.00% | -100.0% |
Q4 2015 | $158,000 | – | 2,981 | – | 0.10% | – |
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% |