VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 476 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2019. The put-call ratio across all filers is 1.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,731 | -6.1% | 5,723 | -4.1% | 0.03% | -9.7% |
| Q2 2023 | $291,569 | -59.5% | 5,965 | -59.5% | 0.03% | -20.5% |
| Q1 2023 | $720,010 | +1299.0% | 14,718 | +1256.5% | 0.04% | +1200.0% |
| Q4 2022 | $51,465 | -90.6% | 1,085 | -88.7% | 0.00% | -91.9% |
| Q3 2021 | $548,000 | +76.8% | 9,619 | +77.4% | 0.04% | +68.2% |
| Q2 2021 | $310,000 | -5.8% | 5,422 | -5.9% | 0.02% | -21.4% |
| Q1 2021 | $329,000 | +153.1% | 5,763 | +159.7% | 0.03% | +133.3% |
| Q4 2020 | $130,000 | -53.7% | 2,219 | -54.9% | 0.01% | -36.8% |
| Q3 2020 | $281,000 | +148.7% | 4,916 | +150.1% | 0.02% | +26.7% |
| Q2 2020 | $113,000 | -18.7% | 1,966 | -20.6% | 0.02% | -37.5% |
| Q1 2020 | $139,000 | +26.4% | 2,476 | +27.3% | 0.02% | +71.4% |
| Q4 2019 | $110,000 | -9.8% | 1,945 | -5.9% | 0.01% | -30.0% |
| Q3 2019 | $122,000 | -4.7% | 2,068 | -7.4% | 0.02% | -20.0% |
| Q2 2019 | $128,000 | -2.3% | 2,234 | -4.6% | 0.02% | -3.8% |
| Q1 2019 | $131,000 | +12.0% | 2,341 | +8.2% | 0.03% | -13.3% |
| Q4 2018 | $117,000 | -1.7% | 2,164 | -0.6% | 0.03% | +57.9% |
| Q3 2018 | $119,000 | – | 2,176 | – | 0.02% | – |
Download | ||||||
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% |