VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 580 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,557 | +1.0% | 32,545 | +3.2% | 0.52% | +3.0% |
| Q2 2023 | $1,541 | +34.6% | 31,527 | +34.7% | 0.50% | +26.0% |
| Q1 2023 | $1,145 | +7.0% | 23,399 | +3.8% | 0.40% | +9.9% |
| Q4 2022 | $1,070 | -99.9% | 22,550 | +5.2% | 0.36% | -2.7% |
| Q2 2022 | $1,062,000 | -3.1% | 21,442 | +2.6% | 0.37% | +4.5% |
| Q1 2022 | $1,096,000 | -3.9% | 20,902 | +1.1% | 0.36% | -5.3% |
| Q4 2021 | $1,141,000 | +0.7% | 20,680 | +3.9% | 0.38% | -6.0% |
| Q3 2021 | $1,133,000 | +3.0% | 19,896 | +3.3% | 0.40% | +1.8% |
| Q2 2021 | $1,100,000 | +1.2% | 19,260 | +1.2% | 0.40% | -9.0% |
| Q1 2021 | $1,087,000 | +6.0% | 19,024 | +8.7% | 0.43% | +3.8% |
| Q4 2020 | $1,025,000 | +3.9% | 17,502 | +3.1% | 0.42% | -13.3% |
| Q3 2020 | $987,000 | +2.5% | 16,968 | +1.7% | 0.48% | -13.0% |
| Q2 2020 | $963,000 | +9.8% | 16,681 | +7.0% | 0.55% | -16.4% |
| Q1 2020 | $877,000 | +1.5% | 15,583 | +2.1% | 0.66% | +29.7% |
| Q4 2019 | $864,000 | -2.6% | 15,268 | +0.4% | 0.51% | -9.9% |
| Q3 2019 | $887,000 | +0.5% | 15,205 | -1.3% | 0.57% | -29.9% |
| Q2 2019 | $883,000 | – | 15,409 | – | 0.81% | – |
Download | ||||||
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% |