VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $80,000 | -8.0% | 1,518 | -4.0% | 0.02% | -4.2% |
Q4 2021 | $87,000 | -96.5% | 1,581 | -96.4% | 0.02% | -96.8% |
Q3 2021 | $2,508,000 | +0.2% | 44,039 | +0.5% | 0.76% | +8.6% |
Q2 2021 | $2,502,000 | +1.9% | 43,820 | +1.9% | 0.70% | -6.5% |
Q1 2021 | $2,456,000 | -58.9% | 42,992 | -57.9% | 0.74% | -59.5% |
Q4 2020 | $5,972,000 | +23.4% | 102,005 | +21.7% | 1.84% | -6.5% |
Q2 2020 | $4,839,000 | +4182.3% | 83,837 | +4038.1% | 1.96% | +2589.0% |
Q1 2020 | $113,000 | +48.7% | 2,026 | +50.3% | 0.07% | +135.5% |
Q4 2019 | $76,000 | -3.8% | 1,348 | 0.0% | 0.03% | -24.4% |
Q3 2019 | $79,000 | +2.6% | 1,348 | 0.0% | 0.04% | -4.7% |
Q2 2019 | $77,000 | -74.6% | 1,348 | -75.2% | 0.04% | -79.1% |
Q1 2019 | $303,000 | -35.9% | 5,442 | -37.6% | 0.21% | -39.9% |
Q4 2018 | $473,000 | +5812.5% | 8,721 | +5714.0% | 0.34% | +11333.3% |
Q1 2018 | $8,000 | -91.2% | 150 | -91.0% | 0.00% | -92.7% |
Q3 2017 | $91,000 | +1.1% | 1,664 | 0.0% | 0.04% | +2.5% |
Q2 2017 | $90,000 | – | 1,664 | – | 0.04% | – |
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% |