VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,107,769 | -27.2% | 23,161 | -13.7% | 0.36% | -29.5% |
Q2 2023 | $1,521,618 | +78.5% | 26,851 | +54.1% | 0.51% | +93.9% |
Q1 2023 | $852,551 | +91.9% | 17,428 | +122.3% | 0.26% | +13.3% |
Q4 2022 | $444,208 | -4.3% | 7,839 | -19.6% | 0.23% | +0.4% |
Q3 2022 | $464,000 | +4.5% | 9,755 | +24.4% | 0.23% | 0.0% |
Q2 2022 | $444,000 | -3.9% | 7,839 | -11.0% | 0.23% | -2.1% |
Q1 2022 | $462,000 | +7.4% | 8,807 | +12.3% | 0.24% | +12.9% |
Q4 2021 | $430,000 | -3.6% | 7,839 | 0.0% | 0.21% | -12.9% |
Q3 2021 | $446,000 | -55.3% | 7,839 | -54.1% | 0.24% | -90.1% |
Q4 2020 | $998,000 | -42.7% | 17,063 | -43.0% | 2.43% | -31.3% |
Q3 2020 | $1,743,000 | +202.6% | 29,935 | +200.2% | 3.54% | -12.1% |
Q2 2020 | $576,000 | +1.1% | 9,973 | -1.5% | 4.03% | +29.7% |
Q1 2020 | $570,000 | +5.2% | 10,126 | +5.9% | 3.11% | +19.4% |
Q4 2019 | $542,000 | – | 9,564 | – | 2.60% | – |
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% |