VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,312 | +6.1% | 6,948 | +8.4% | 0.04% | +8.8% |
| Q2 2023 | $313,237 | +1.5% | 6,408 | +1.6% | 0.03% | -2.9% |
| Q1 2023 | $308,541 | +16.6% | 6,307 | +13.1% | 0.04% | +6.1% |
| Q4 2022 | $264,509 | -55.6% | 5,577 | -46.6% | 0.03% | -64.1% |
| Q1 2021 | $596,000 | -1.7% | 10,437 | +0.2% | 0.09% | -8.0% |
| Q4 2020 | $606,000 | +0.3% | 10,420 | +0.3% | 0.10% | -16.0% |
| Q3 2020 | $604,000 | +0.3% | 10,387 | +0.3% | 0.12% | -4.0% |
| Q2 2020 | $602,000 | – | 10,355 | – | 0.12% | – |
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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% |