VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $259,774 | -2.0% | 5,477 | -1.4% | 0.10% | -7.9% |
| Q3 2022 | $265,000 | -10.2% | 5,555 | -6.7% | 0.11% | -5.8% |
| Q2 2022 | $295,000 | -6.3% | 5,952 | -0.9% | 0.12% | +9.0% |
| Q1 2022 | $315,000 | +0.6% | 6,009 | +5.9% | 0.11% | +2.8% |
| Q4 2021 | $313,000 | -1.3% | 5,676 | +2.0% | 0.11% | -9.2% |
| Q3 2021 | $317,000 | -1.2% | 5,565 | -1.0% | 0.12% | -4.8% |
| Q2 2021 | $321,000 | -22.5% | 5,619 | -22.6% | 0.12% | -29.8% |
| Q1 2021 | $414,000 | -25.0% | 7,256 | -23.0% | 0.18% | -33.1% |
| Q4 2020 | $552,000 | +132.9% | 9,426 | +116.0% | 0.27% | +27.9% |
| Q4 2018 | $237,000 | – | 4,363 | – | 0.21% | – |
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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% |