VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,550 | -2.1% | 576 | 0.0% | 0.01% | +9.1% |
Q2 2023 | $28,155 | -0.1% | 576 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $28,178 | +85287.9% | 576 | -16.0% | 0.01% | -20.0% |
Q4 2022 | $33 | -99.9% | 686 | +19.1% | 0.02% | +15.4% |
Q3 2022 | $27,000 | -6.9% | 576 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $29,000 | -3.3% | 576 | 0.0% | 0.01% | +8.3% |
Q1 2022 | $30,000 | -6.2% | 576 | 0.0% | 0.01% | -7.7% |
Q4 2021 | $32,000 | -3.0% | 576 | 0.0% | 0.01% | -7.1% |
Q3 2021 | $33,000 | 0.0% | 576 | 0.0% | 0.01% | -6.7% |
Q2 2021 | $33,000 | +1000.0% | 576 | +966.7% | 0.02% | +650.0% |
Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $3,000 | – | 54 | – | 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% |