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 | $6,648 | -35.8% | 139 | -34.4% | 0.00% | -100.0% |
| Q2 2023 | $10,363 | -0.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,371 | +3.1% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,055 | -40.9% | 212 | -39.9% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | +240.0% | 353 | +242.7% | 0.00% | – |
| Q2 2022 | $5,000 | -54.5% | 103 | -52.8% | 0.00% | -100.0% |
| Q1 2022 | $11,000 | – | 218 | +7166.7% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 3 | -83.3% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 18 | +20.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | -50.0% | 15 | -66.7% | 0.00% | -100.0% |
| Q3 2018 | $2,000 | -50.0% | 45 | -44.4% | 0.00% | -50.0% |
| Q2 2018 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $4,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | – | 81 | – | 0.00% | – |
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% |