VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,258 | -1.4% | 6,863 | +0.7% | 0.03% | 0.0% |
| Q2 2023 | $333,064 | +0.3% | 6,814 | +0.4% | 0.03% | -9.1% |
| Q1 2023 | $331,949 | +3.4% | 6,786 | +0.3% | 0.03% | -5.7% |
| Q4 2022 | $321,067 | +0.0% | 6,769 | +0.7% | 0.04% | -7.9% |
| Q3 2022 | $321,000 | -7.5% | 6,723 | -4.0% | 0.04% | 0.0% |
| Q2 2022 | $347,000 | -1.1% | 7,003 | +4.7% | 0.04% | +11.8% |
| Q1 2022 | $351,000 | -4.6% | 6,689 | +0.2% | 0.03% | +3.0% |
| Q4 2021 | $368,000 | -27.4% | 6,678 | -24.8% | 0.03% | -36.5% |
| Q3 2021 | $507,000 | +0.2% | 8,886 | +0.2% | 0.05% | -1.9% |
| Q2 2021 | $506,000 | +25.6% | 8,867 | +28.1% | 0.05% | -27.4% |
| Q3 2020 | $403,000 | +1.0% | 6,923 | +0.2% | 0.07% | -7.6% |
| Q2 2020 | $399,000 | +2.6% | 6,908 | +0.4% | 0.08% | +3.9% |
| Q4 2019 | $389,000 | -5.8% | 6,883 | -4.6% | 0.08% | -8.4% |
| Q2 2019 | $413,000 | +30.7% | 7,212 | +24.0% | 0.08% | +15.3% |
| Q4 2018 | $316,000 | -15.1% | 5,817 | -17.2% | 0.07% | -48.6% |
| Q3 2015 | $372,000 | – | 7,023 | – | 0.14% | – |
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% |