VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 555 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $408,000 | -7.1% | 8,654 | -2.2% | 0.21% | -8.0% |
| Q2 2022 | $439,000 | -5.4% | 8,851 | -2.2% | 0.22% | +5.2% |
| Q1 2022 | $464,000 | -7.9% | 9,049 | -1.6% | 0.21% | +3.4% |
| Q4 2021 | $504,000 | -15.6% | 9,197 | -12.2% | 0.21% | +1.0% |
| Q3 2021 | $597,000 | -8.3% | 10,471 | -6.9% | 0.20% | -14.6% |
| Q2 2021 | $651,000 | -3.1% | 11,249 | -4.2% | 0.24% | -11.8% |
| Q1 2021 | $672,000 | -3.3% | 11,742 | -1.7% | 0.27% | -6.2% |
| Q4 2020 | $695,000 | +6.9% | 11,940 | +6.8% | 0.29% | -24.1% |
| Q2 2020 | $650,000 | +24.8% | 11,178 | +22.8% | 0.38% | -15.1% |
| Q1 2020 | $521,000 | +31.2% | 9,102 | +31.9% | 0.45% | +25.4% |
| Q4 2019 | $397,000 | +7.6% | 6,899 | +8.2% | 0.36% | -6.5% |
| Q3 2019 | $369,000 | +36800.0% | 6,378 | -72.0% | 0.38% | +790.7% |
| Q1 2019 | $1,000 | -99.9% | 22,756 | +64.0% | 0.04% | -96.4% |
| Q3 2018 | $756,000 | -7.9% | 13,876 | -7.6% | 1.20% | +7.3% |
| Q2 2018 | $821,000 | +58.2% | 15,011 | +58.2% | 1.12% | +30.5% |
| Q1 2018 | $519,000 | +22.4% | 9,487 | +21.5% | 0.86% | +4.0% |
| Q4 2017 | $424,000 | – | 7,807 | – | 0.82% | – |
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% |