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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,378,847 | -6.7% | 51,357 | +69.8% | 0.07% | -22.1% |
| Q2 2023 | $1,478,278 | +123.9% | 30,243 | +124.1% | 0.10% | +102.1% |
| Q1 2023 | $660,126 | -5.6% | 13,494 | -8.5% | 0.05% | -7.8% |
| Q4 2022 | $699,545 | -14.6% | 14,749 | -14.1% | 0.05% | -23.9% |
| Q3 2022 | $819,000 | -11.5% | 17,164 | -8.1% | 0.07% | -14.1% |
| Q2 2022 | $925,000 | -28.6% | 18,673 | -24.4% | 0.08% | -78.1% |
| Q1 2022 | $1,296,000 | -27.1% | 24,712 | -23.3% | 0.36% | -27.8% |
| Q4 2021 | $1,778,000 | +4.5% | 32,240 | +7.9% | 0.49% | -11.5% |
| Q3 2021 | $1,701,000 | +3.0% | 29,866 | +3.3% | 0.56% | +4.3% |
| Q2 2021 | $1,652,000 | +18.5% | 28,923 | +18.5% | 0.53% | -7.0% |
| Q1 2021 | $1,394,000 | +37.7% | 24,409 | +41.2% | 0.57% | +194.4% |
| Q4 2020 | $1,012,000 | +41.3% | 17,291 | +40.5% | 0.20% | +29.1% |
| Q3 2020 | $716,000 | +247.6% | 12,308 | +238.5% | 0.15% | -33.2% |
| Q4 2019 | $206,000 | -62.2% | 3,636 | -63.9% | 0.23% | -57.4% |
| Q4 2018 | $545,000 | – | 10,061 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |