VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 548 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,559 | -2.1% | 6,263 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $306,135 | -7.5% | 6,263 | -7.5% | 0.18% | -11.9% |
| Q1 2023 | $331,091 | -5.1% | 6,768 | -8.0% | 0.20% | -5.2% |
| Q4 2022 | $349,048 | -15.5% | 7,359 | -14.9% | 0.21% | -26.4% |
| Q3 2022 | $413,000 | -3.5% | 8,651 | +0.0% | 0.29% | +1.1% |
| Q2 2022 | $428,000 | -10.1% | 8,647 | -4.8% | 0.28% | +0.7% |
| Q1 2022 | $476,000 | -6.1% | 9,086 | -1.1% | 0.28% | +0.7% |
| Q4 2021 | $507,000 | -10.6% | 9,183 | -7.7% | 0.28% | -18.3% |
| Q3 2021 | $567,000 | -2.2% | 9,947 | -2.1% | 0.34% | -1.4% |
| Q2 2021 | $580,000 | 0.0% | 10,161 | +0.1% | 0.35% | -6.4% |
| Q1 2021 | $580,000 | -0.7% | 10,155 | +1.8% | 0.37% | -6.5% |
| Q4 2020 | $584,000 | +5.0% | 9,980 | +4.3% | 0.40% | -7.9% |
| Q3 2020 | $556,000 | +0.7% | 9,564 | +0.1% | 0.43% | -6.7% |
| Q2 2020 | $552,000 | +2.6% | 9,559 | +0.0% | 0.46% | -15.0% |
| Q1 2020 | $538,000 | -7.1% | 9,555 | -6.7% | 0.55% | +16.9% |
| Q4 2019 | $579,000 | -1.7% | 10,237 | +2.2% | 0.47% | -8.4% |
| Q3 2019 | $589,000 | – | 10,018 | – | 0.51% | – |
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% |