VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,938 | +2.5% | 3,532 | +4.8% | 0.02% | +6.2% |
Q2 2023 | $164,776 | +13.3% | 3,371 | +13.4% | 0.02% | 0.0% |
Q1 2023 | $145,391 | +124.2% | 2,972 | +117.4% | 0.02% | +100.0% |
Q4 2022 | $64,837 | +90.7% | 1,367 | +93.1% | 0.01% | +60.0% |
Q3 2022 | $34,000 | -5.6% | 708 | -3.5% | 0.01% | -16.7% |
Q2 2022 | $36,000 | -23.4% | 734 | -18.4% | 0.01% | -25.0% |
Q1 2022 | $47,000 | -6.0% | 900 | -0.6% | 0.01% | 0.0% |
Q4 2021 | $50,000 | +8.7% | 905 | +12.8% | 0.01% | -11.1% |
Q3 2021 | $46,000 | -4.2% | 802 | -4.0% | 0.01% | -18.2% |
Q2 2021 | $48,000 | -4.0% | 835 | -3.9% | 0.01% | -26.7% |
Q1 2021 | $50,000 | +38.9% | 869 | +42.0% | 0.02% | +25.0% |
Q4 2020 | $36,000 | +33.3% | 612 | +29.9% | 0.01% | +9.1% |
Q3 2020 | $27,000 | +350.0% | 471 | +371.0% | 0.01% | +266.7% |
Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $6,000 | +100.0% | 100 | +88.7% | 0.00% | +50.0% |
Q3 2019 | $3,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $3,000 | -25.0% | 53 | -26.4% | 0.00% | -33.3% |
Q1 2019 | $4,000 | 0.0% | 72 | 0.0% | 0.00% | -25.0% |
Q4 2018 | $4,000 | – | 72 | – | 0.00% | – |
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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% |