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 | $18,924 | -1.7% | 396 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $19,244 | +373.6% | 394 | +374.7% | 0.01% | +333.3% |
| Q1 2023 | $4,063 | +3.4% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,930 | -1.8% | 83 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $5,000 | -83.3% | 82 | -84.3% | 0.00% | -83.3% |
| Q3 2021 | $30,000 | 0.0% | 523 | +0.2% | 0.02% | +5.9% |
| Q2 2021 | $30,000 | -58.3% | 522 | -59.1% | 0.02% | -64.6% |
| Q1 2020 | $72,000 | +227.3% | 1,277 | +233.4% | 0.05% | +269.2% |
| Q4 2019 | $22,000 | -4.3% | 383 | 0.0% | 0.01% | +18.2% |
| Q3 2019 | $23,000 | +4.5% | 383 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 383 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | 0.0% | 383 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $21,000 | 0.0% | 383 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $21,000 | -4.5% | 383 | -8.6% | 0.01% | -7.7% |
| Q2 2018 | $22,000 | -4.3% | 419 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | +27.8% | 419 | +27.7% | 0.01% | +18.2% |
| Q4 2017 | $18,000 | 0.0% | 328 | 0.0% | 0.01% | -8.3% |
| Q3 2017 | $18,000 | +63.6% | 328 | +64.0% | 0.01% | +33.3% |
| Q2 2017 | $11,000 | +120.0% | 200 | +100.0% | 0.01% | +80.0% |
| Q1 2017 | $5,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |