VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $297,790 | +7.7% | 6,226 | +10.0% | 0.01% | 0.0% |
Q2 2023 | $276,612 | -14.1% | 5,659 | -14.0% | 0.01% | -21.4% |
Q1 2023 | $321,845 | -3.6% | 6,579 | -6.5% | 0.01% | 0.0% |
Q4 2022 | $333,860 | -4.3% | 7,039 | -3.8% | 0.01% | -17.6% |
Q3 2022 | $349,000 | -2.5% | 7,318 | +1.2% | 0.02% | 0.0% |
Q2 2022 | $358,000 | -18.5% | 7,231 | -9.1% | 0.02% | -5.6% |
Q4 2021 | $439,000 | -17.2% | 7,959 | -14.4% | 0.02% | -28.0% |
Q3 2021 | $530,000 | +13.0% | 9,296 | +13.1% | 0.02% | +8.7% |
Q2 2021 | $469,000 | -1.7% | 8,217 | -1.5% | 0.02% | -14.8% |
Q1 2021 | $477,000 | +9.9% | 8,342 | +12.5% | 0.03% | -12.9% |
Q4 2020 | $434,000 | +8.0% | 7,416 | +7.2% | 0.03% | -13.9% |
Q3 2020 | $402,000 | +13.9% | 6,917 | +13.1% | 0.04% | +2.9% |
Q2 2020 | $353,000 | +1.4% | 6,116 | -1.2% | 0.04% | -25.5% |
Q1 2020 | $348,000 | +51.3% | 6,190 | +52.1% | 0.05% | +62.1% |
Q4 2019 | $230,000 | -11.2% | 4,071 | -7.7% | 0.03% | -29.3% |
Q3 2019 | $259,000 | -9.1% | 4,410 | -11.5% | 0.04% | -14.6% |
Q2 2019 | $285,000 | -49.4% | 4,982 | -50.6% | 0.05% | -44.2% |
Q1 2019 | $563,000 | – | 10,092 | – | 0.09% | – |
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% |