VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,887,182 | +6.4% | 102,178 | +8.7% | 0.46% | -13.1% |
Q2 2023 | $4,592,643 | +5.9% | 93,958 | +6.0% | 0.53% | +3.5% |
Q1 2023 | $4,336,977 | +5.7% | 88,654 | +2.5% | 0.52% | -5.1% |
Q4 2022 | $4,103,712 | +2.5% | 86,521 | +3.1% | 0.54% | -10.4% |
Q3 2022 | $4,004,000 | +1.4% | 83,884 | +5.3% | 0.61% | +3.4% |
Q2 2022 | $3,948,000 | -6.4% | 79,684 | -1.0% | 0.59% | +6.1% |
Q1 2022 | $4,220,000 | -2.3% | 80,481 | +2.8% | 0.55% | -3.3% |
Q4 2021 | $4,319,000 | +6.6% | 78,293 | +10.0% | 0.57% | -2.1% |
Q3 2021 | $4,052,000 | +3.1% | 71,155 | +3.3% | 0.58% | +21.9% |
Q2 2021 | $3,932,000 | -36.5% | 68,876 | -36.5% | 0.48% | -53.0% |
Q1 2021 | $6,192,000 | +17.5% | 108,419 | +20.4% | 1.02% | -7.8% |
Q4 2020 | $5,271,000 | +114.0% | 90,027 | +214250.0% | 1.11% | +110500.0% |
Q3 2020 | $2,463,000 | +1.4% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,430,000 | +201.5% | 42 | +200.0% | 0.00% | – |
Q4 2019 | $806,000 | – | 14 | – | 0.00% | – |
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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% |