VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,805,413 | +31.7% | 79,561 | +34.6% | 0.17% | +35.4% |
| Q2 2023 | $2,889,912 | +20.3% | 59,123 | +20.4% | 0.13% | +9.5% |
| Q1 2023 | $2,402,671 | +22.1% | 49,114 | +18.3% | 0.12% | -82.8% |
| Q4 2022 | $1,968,392 | +25.6% | 41,501 | +26.4% | 0.68% | +642.9% |
| Q3 2022 | $1,567,000 | -80.8% | 32,835 | -77.2% | 0.09% | -74.4% |
| Q4 2019 | $8,145,000 | +205.2% | 143,951 | +192.8% | 0.36% | -16.1% |
| Q1 2017 | $2,669,000 | – | 49,169 | – | 0.42% | – |
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% |