VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 375 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2018. The put-call ratio across all filers is 2.11 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,225 | +7.5% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -77.8% | 68 | -78.9% | 0.00% | -80.0% |
| Q4 2021 | $18,000 | 0.0% | 323 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $18,000 | -18.2% | 323 | -15.7% | 0.01% | -21.4% |
| Q2 2021 | $22,000 | +1000.0% | 383 | +1135.5% | 0.01% | +600.0% |
| Q4 2020 | $2,000 | -91.7% | 31 | -92.5% | 0.00% | -90.9% |
| Q3 2019 | $24,000 | -82.1% | 415 | -82.2% | 0.02% | -80.7% |
| Q2 2019 | $134,000 | +8.9% | 2,331 | +5.9% | 0.11% | +81.0% |
| Q1 2019 | $123,000 | +36.7% | 2,202 | +32.7% | 0.06% | +10.5% |
| Q4 2018 | $90,000 | -3.2% | 1,659 | -2.7% | 0.06% | +7.5% |
| Q3 2018 | $93,000 | +2.2% | 1,705 | +2.8% | 0.05% | 0.0% |
| Q2 2018 | $91,000 | +1.1% | 1,659 | +0.9% | 0.05% | 0.0% |
| Q1 2018 | $90,000 | -18.2% | 1,644 | -18.4% | 0.05% | -19.7% |
| Q4 2017 | $110,000 | – | 2,014 | – | 0.07% | – |
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% |