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 | $999,105 | +25.9% | 20,888 | +28.7% | 0.51% | +31.0% |
Q2 2023 | $793,404 | +9.1% | 16,231 | +9.2% | 0.39% | +0.5% |
Q1 2023 | $727,228 | +5.7% | 14,865 | +2.5% | 0.38% | +38.0% |
Q4 2022 | $687,861 | -4.1% | 14,503 | -3.4% | 0.28% | -30.9% |
Q3 2022 | $717,000 | -15.5% | 15,019 | -12.3% | 0.40% | -11.8% |
Q2 2022 | $849,000 | -20.9% | 17,132 | -16.4% | 0.46% | -12.3% |
Q1 2022 | $1,074,000 | -22.6% | 20,486 | -18.5% | 0.52% | -9.8% |
Q4 2021 | $1,387,000 | -3.3% | 25,143 | -0.1% | 0.58% | -7.2% |
Q3 2021 | $1,434,000 | +1.6% | 25,169 | +1.8% | 0.62% | +4.2% |
Q2 2021 | $1,412,000 | -2.4% | 24,734 | -2.3% | 0.60% | -7.1% |
Q1 2021 | $1,447,000 | +16.8% | 25,329 | +19.7% | 0.64% | -0.2% |
Q4 2020 | $1,239,000 | -1.3% | 21,168 | -1.9% | 0.65% | -10.9% |
Q3 2020 | $1,255,000 | +4.1% | 21,569 | +3.2% | 0.72% | +10.5% |
Q2 2020 | $1,206,000 | +4.2% | 20,898 | +1.6% | 0.66% | -17.8% |
Q1 2020 | $1,157,000 | +2.1% | 20,570 | +2.7% | 0.80% | +27.7% |
Q4 2019 | $1,133,000 | +2.3% | 20,033 | +6.5% | 0.62% | -7.0% |
Q3 2019 | $1,107,000 | -4.0% | 18,810 | -6.5% | 0.67% | -4.7% |
Q2 2019 | $1,153,000 | +9.6% | 20,118 | +6.7% | 0.70% | +6.5% |
Q1 2019 | $1,052,000 | +30.0% | 18,862 | +26.4% | 0.66% | +24.0% |
Q4 2018 | $809,000 | +4.5% | 14,918 | +5.2% | 0.53% | +4.7% |
Q3 2018 | $774,000 | +10.3% | 14,183 | +10.5% | 0.51% | -5.0% |
Q2 2018 | $702,000 | +16.2% | 12,840 | +16.3% | 0.54% | +0.6% |
Q1 2018 | $604,000 | +145.5% | 11,039 | +144.1% | 0.53% | +193.4% |
Q4 2017 | $246,000 | +20.6% | 4,523 | +17.5% | 0.18% | -13.3% |
Q4 2015 | $204,000 | – | 3,849 | – | 0.21% | – |
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% |