VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $350,564 | -5.7% | 7,101 | -8.6% | 0.30% | -14.0% |
Q3 2023 | $371,644 | -23.5% | 7,770 | -21.8% | 0.35% | -19.7% |
Q2 2023 | $485,775 | -12.8% | 9,938 | -12.7% | 0.44% | -15.5% |
Q1 2023 | $556,824 | +3.2% | 11,382 | +0.0% | 0.52% | -2.6% |
Q4 2022 | $539,762 | -0.6% | 11,380 | +0.1% | 0.53% | -4.8% |
Q3 2022 | $543,000 | -8.4% | 11,373 | -5.0% | 0.56% | -3.3% |
Q2 2022 | $593,000 | +14.9% | 11,967 | +21.7% | 0.58% | +26.3% |
Q1 2022 | $516,000 | -19.4% | 9,832 | -15.3% | 0.46% | -14.3% |
Q4 2021 | $640,000 | -4.6% | 11,610 | -1.4% | 0.53% | -11.3% |
Q3 2021 | $671,000 | -3.9% | 11,775 | -3.7% | 0.60% | -5.2% |
Q2 2021 | $698,000 | -20.2% | 12,222 | -20.2% | 0.63% | -18.3% |
Q1 2021 | $875,000 | -0.7% | 15,318 | +1.8% | 0.78% | -3.2% |
Q4 2020 | $881,000 | +11.0% | 15,042 | +10.2% | 0.80% | -1.2% |
Q3 2020 | $794,000 | -6.9% | 13,651 | -7.6% | 0.81% | -11.1% |
Q2 2020 | $853,000 | +5.4% | 14,780 | +2.7% | 0.91% | -17.0% |
Q1 2020 | $809,000 | -27.3% | 14,385 | -26.9% | 1.10% | +2.6% |
Q4 2019 | $1,113,000 | -6.4% | 19,677 | -2.6% | 1.07% | -8.5% |
Q3 2019 | $1,189,000 | -7.1% | 20,202 | -9.5% | 1.17% | -7.0% |
Q2 2019 | $1,280,000 | -22.9% | 22,332 | -25.0% | 1.26% | -25.9% |
Q1 2019 | $1,661,000 | -17.6% | 29,776 | -19.9% | 1.70% | -26.8% |
Q4 2018 | $2,017,000 | – | 37,171 | – | 2.32% | – |
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% |