VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $280,643 | -0.5% | 5,917 | 0.0% | 0.21% | -14.9% |
| Q3 2022 | $282,000 | -3.8% | 5,917 | 0.0% | 0.25% | +4.2% |
| Q2 2022 | $293,000 | -5.5% | 5,917 | 0.0% | 0.24% | +14.4% |
| Q1 2022 | $310,000 | -64.4% | 5,917 | -62.5% | 0.21% | -64.7% |
| Q4 2021 | $870,000 | -5.6% | 15,777 | -2.6% | 0.59% | -19.0% |
| Q3 2021 | $922,000 | +34.4% | 16,195 | +34.8% | 0.73% | +40.8% |
| Q2 2021 | $686,000 | -3.2% | 12,011 | -3.3% | 0.52% | -8.9% |
| Q1 2021 | $709,000 | +197.9% | 12,422 | +205.3% | 0.57% | +192.3% |
| Q4 2020 | $238,000 | – | 4,069 | – | 0.20% | – |
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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% |