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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $274,000 | -5.2% | 5,533 | +0.2% | 0.06% | +6.7% |
| Q1 2022 | $289,000 | -4.9% | 5,520 | +0.1% | 0.06% | -1.6% |
| Q4 2021 | $304,000 | 0.0% | 5,512 | +3.1% | 0.06% | -10.3% |
| Q3 2021 | $304,000 | 0.0% | 5,344 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $304,000 | -1.6% | 5,333 | -1.4% | 0.07% | -10.5% |
| Q1 2021 | $309,000 | -2.2% | 5,406 | +0.2% | 0.08% | -8.4% |
| Q4 2020 | $316,000 | +2.9% | 5,397 | +2.0% | 0.08% | -11.7% |
| Q3 2020 | $307,000 | +1.0% | 5,289 | +0.2% | 0.09% | -12.1% |
| Q2 2020 | $304,000 | +2.7% | 5,280 | +0.1% | 0.11% | -9.3% |
| Q1 2020 | $296,000 | -0.7% | 5,273 | +0.1% | 0.12% | +10.3% |
| Q4 2019 | $298,000 | – | 5,269 | – | 0.11% | – |
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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% |