VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,430,126 | +6.7% | 29,900 | +9.0% | 0.37% | +2.2% |
| Q2 2023 | $1,340,887 | +12.4% | 27,432 | +12.5% | 0.36% | +5.2% |
| Q1 2023 | $1,192,950 | +6.7% | 24,386 | +3.5% | 0.34% | -3.9% |
| Q4 2022 | $1,117,605 | -4.2% | 23,563 | -3.7% | 0.36% | -14.0% |
| Q3 2022 | $1,167,000 | +8.5% | 24,456 | +12.6% | 0.42% | +21.7% |
| Q2 2022 | $1,076,000 | – | 21,729 | – | 0.34% | – |
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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% |