VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 169 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $442,901 | +76.5% | 9,338 | +84.5% | 0.02% | +81.8% |
| Q2 2022 | $251,000 | +6.8% | 5,060 | +12.9% | 0.01% | +22.2% |
| Q1 2022 | $235,000 | -55.2% | 4,482 | -51.3% | 0.01% | -57.1% |
| Q2 2021 | $525,000 | +139.7% | 9,197 | +139.4% | 0.02% | +133.3% |
| Q1 2021 | $219,000 | -3.9% | 3,841 | -1.4% | 0.01% | -10.0% |
| Q4 2020 | $228,000 | +2.2% | 3,896 | +1.4% | 0.01% | -9.1% |
| Q3 2020 | $223,000 | +0.5% | 3,841 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $222,000 | +2.8% | 3,841 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $216,000 | -2.7% | 3,841 | -2.2% | 0.01% | +27.3% |
| Q4 2019 | $222,000 | -51.7% | 3,928 | -49.8% | 0.01% | -54.2% |
| Q3 2019 | $460,000 | +110.0% | 7,824 | +104.7% | 0.02% | +100.0% |
| Q2 2019 | $219,000 | -36.2% | 3,823 | -37.9% | 0.01% | -40.0% |
| Q1 2019 | $343,000 | +65.7% | 6,153 | +60.9% | 0.02% | +42.9% |
| Q4 2018 | $207,000 | +6800.0% | 3,823 | +7546.0% | 0.01% | – |
| Q3 2016 | $3,000 | -95.0% | 50 | -95.7% | 0.00% | -100.0% |
| Q2 2015 | $60,000 | – | 1,154 | – | 0.01% | – |
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% |