VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $21,000 | -82.4% | 374 | -82.0% | 0.01% | -82.1% |
| Q2 2021 | $119,000 | -91.7% | 2,080 | -91.7% | 0.06% | -92.3% |
| Q1 2021 | $1,426,000 | -73.5% | 24,972 | -72.8% | 0.72% | -75.3% |
| Q4 2020 | $5,373,000 | +10.4% | 91,756 | +9.7% | 2.93% | -5.8% |
| Q3 2020 | $4,865,000 | +9.1% | 83,623 | +8.2% | 3.11% | -1.2% |
| Q2 2020 | $4,460,000 | +8.2% | 77,259 | +5.5% | 3.14% | -7.8% |
| Q1 2020 | $4,121,000 | +21.7% | 73,242 | +22.3% | 3.41% | +35.8% |
| Q4 2019 | $3,387,000 | +29.0% | 59,864 | +34.1% | 2.51% | +21.7% |
| Q3 2019 | $2,626,000 | +22.7% | 44,635 | +19.5% | 2.06% | +16.0% |
| Q2 2019 | $2,140,000 | +91.6% | 37,349 | +86.5% | 1.78% | +81.7% |
| Q1 2019 | $1,117,000 | – | 20,025 | – | 0.98% | – |
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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% |