VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496,906 | +32.5% | 10,389 | +35.4% | 0.03% | +36.0% |
| Q2 2023 | $375,056 | +19.4% | 7,673 | +19.5% | 0.02% | +13.6% |
| Q1 2023 | $314,017 | -3.7% | 6,419 | -6.6% | 0.02% | -4.3% |
| Q4 2022 | $326,081 | -30.3% | 6,875 | -29.8% | 0.02% | -36.1% |
| Q3 2022 | $468,000 | +2.6% | 9,799 | +6.4% | 0.04% | +9.1% |
| Q2 2022 | $456,000 | +16.6% | 9,206 | +23.5% | 0.03% | +37.5% |
| Q1 2022 | $391,000 | -4.2% | 7,452 | +0.8% | 0.02% | -4.0% |
| Q4 2021 | $408,000 | +8.2% | 7,391 | +11.2% | 0.02% | +4.2% |
| Q3 2021 | $377,000 | -48.0% | 6,649 | -48.2% | 0.02% | -67.1% |
| Q4 2019 | $725,000 | -9.7% | 12,835 | -5.7% | 0.07% | -17.0% |
| Q3 2019 | $803,000 | +13.6% | 13,616 | +10.4% | 0.09% | -2.2% |
| Q2 2019 | $707,000 | +4.7% | 12,330 | +1.5% | 0.09% | -2.2% |
| Q1 2019 | $675,000 | -63.3% | 12,145 | -64.1% | 0.09% | -68.2% |
| Q4 2018 | $1,839,000 | +16.2% | 33,855 | +16.7% | 0.29% | +49.7% |
| Q3 2018 | $1,582,000 | +168.6% | 29,013 | +168.1% | 0.19% | +147.4% |
| Q4 2017 | $589,000 | +6.1% | 10,822 | +7.2% | 0.08% | -2.5% |
| Q3 2017 | $555,000 | +8.2% | 10,095 | +7.3% | 0.08% | -5.9% |
| Q2 2017 | $513,000 | – | 9,412 | – | 0.08% | – |
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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% |