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% | – |
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% |