VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580 | +30.6% | 12,123 | +33.4% | 0.12% | +26.0% |
| Q2 2023 | $444 | -99.9% | 9,090 | -34.2% | 0.10% | -45.8% |
| Q4 2021 | $762,000 | -47.5% | 13,809 | -45.8% | 0.18% | -52.8% |
| Q3 2021 | $1,452,000 | +37.6% | 25,496 | +38.0% | 0.38% | +35.4% |
| Q2 2021 | $1,055,000 | +8.1% | 18,473 | +8.1% | 0.28% | +6.5% |
| Q1 2021 | $976,000 | +3.4% | 17,090 | +6.0% | 0.26% | -9.4% |
| Q4 2020 | $944,000 | +9.8% | 16,127 | +9.2% | 0.29% | -18.7% |
| Q3 2020 | $860,000 | +91.5% | 14,771 | +89.8% | 0.35% | +68.9% |
| Q2 2020 | $449,000 | +22.0% | 7,781 | +19.9% | 0.21% | -2.8% |
| Q4 2019 | $368,000 | – | 6,488 | – | 0.22% | – |
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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% |