VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,088 | +60486.7% | 190 | -38.9% | 0.00% | – |
| Q1 2023 | $15 | +66.7% | 311 | +55.5% | 0.00% | – |
| Q4 2022 | $9 | – | 200 | +2400.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -95.8% | 0.00% | – |
| Q1 2022 | $10,000 | +100.0% | 190 | +118.4% | 0.00% | – |
| Q2 2021 | $5,000 | +150.0% | 87 | +155.9% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 34 | -2.9% | 0.00% | – |
| Q1 2019 | $2,000 | -86.7% | 35 | -87.5% | 0.00% | -100.0% |
| Q2 2018 | $15,000 | +650.0% | 280 | +617.9% | 0.00% | – |
| Q1 2016 | $2,000 | +100.0% | 39 | +95.0% | 0.00% | – |
| Q3 2015 | $1,000 | -85.7% | 20 | -84.3% | 0.00% | -100.0% |
| Q3 2014 | $7,000 | -76.7% | 127 | -78.9% | 0.00% | -66.7% |
| Q3 2013 | $30,000 | -66.7% | 603 | -66.8% | 0.00% | -57.1% |
| Q2 2013 | $90,000 | – | 1,819 | – | 0.01% | – |
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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% |