VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $9,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | -94.1% | 182 | -93.9% | 0.00% | -93.5% |
| Q2 2021 | $170,000 | -22.7% | 2,976 | -22.6% | 0.03% | -22.5% |
| Q1 2021 | $220,000 | -2.2% | 3,845 | +0.1% | 0.04% | -20.0% |
| Q4 2020 | $225,000 | +0.9% | 3,842 | +0.1% | 0.05% | -10.7% |
| Q3 2020 | $223,000 | +0.5% | 3,840 | +0.1% | 0.06% | -5.1% |
| Q2 2020 | $222,000 | +2.8% | 3,838 | +0.1% | 0.06% | -13.2% |
| Q1 2020 | $216,000 | -34.9% | 3,835 | -34.7% | 0.07% | -20.0% |
| Q4 2019 | $332,000 | -3.8% | 5,869 | +0.1% | 0.08% | -10.5% |
| Q3 2019 | $345,000 | +2.7% | 5,866 | +0.1% | 0.10% | 0.0% |
| Q2 2019 | $336,000 | -22.9% | 5,863 | -25.0% | 0.10% | -19.5% |
| Q1 2019 | $436,000 | +3.1% | 7,816 | +0.3% | 0.12% | -5.6% |
| Q4 2018 | $423,000 | -0.5% | 7,792 | +0.0% | 0.12% | +4.2% |
| Q3 2018 | $425,000 | -0.2% | 7,789 | +0.0% | 0.12% | -9.8% |
| Q2 2018 | $426,000 | -3.4% | 7,786 | -3.5% | 0.13% | -7.0% |
| Q1 2018 | $441,000 | +0.7% | 8,067 | +0.2% | 0.14% | -1.4% |
| Q4 2017 | $438,000 | -0.2% | 8,052 | +0.0% | 0.14% | -5.8% |
| Q3 2017 | $439,000 | +0.5% | 8,049 | +0.0% | 0.15% | -4.3% |
| Q2 2017 | $437,000 | -12.2% | 8,046 | -12.5% | 0.16% | -16.1% |
| Q1 2017 | $498,000 | -0.2% | 9,194 | +0.1% | 0.19% | -6.8% |
| Q4 2016 | $499,000 | -12.1% | 9,185 | -9.3% | 0.21% | -17.6% |
| Q3 2016 | $568,000 | +0.7% | 10,128 | +0.0% | 0.25% | -5.7% |
| Q2 2016 | $564,000 | +2.2% | 10,125 | +0.0% | 0.26% | -3.6% |
| Q1 2016 | $552,000 | +16.5% | 10,122 | +12.9% | 0.28% | +11.3% |
| Q4 2015 | $474,000 | – | 8,966 | – | 0.25% | – |
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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% |