VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,238,680 | -4.5% | 88,620 | -2.4% | 1.19% | +5.5% |
| Q2 2023 | $4,439,116 | -19.6% | 90,817 | -19.6% | 1.13% | -20.8% |
| Q1 2023 | $5,523,323 | -2.5% | 112,905 | -5.4% | 1.42% | -2.9% |
| Q4 2022 | $5,662,748 | -6.4% | 119,392 | -5.8% | 1.46% | -11.2% |
| Q3 2022 | $6,050,000 | -12.8% | 126,762 | -9.5% | 1.65% | -14.3% |
| Q2 2022 | $6,941,000 | -11.9% | 140,099 | -6.7% | 1.92% | -14.6% |
| Q1 2022 | $7,878,000 | -2.3% | 150,227 | +2.8% | 2.25% | -3.1% |
| Q4 2021 | $8,065,000 | -9.9% | 146,203 | -7.0% | 2.32% | -18.4% |
| Q3 2021 | $8,954,000 | -0.5% | 157,190 | -0.2% | 2.84% | -37.2% |
| Q2 2021 | $8,996,000 | +2.0% | 157,553 | +2.1% | 4.53% | -7.7% |
| Q1 2021 | $8,817,000 | -10.8% | 154,355 | -8.6% | 4.91% | -12.7% |
| Q4 2020 | $9,888,000 | -1.3% | 168,887 | -1.9% | 5.62% | -5.6% |
| Q3 2020 | $10,021,000 | +0.3% | 172,220 | -0.5% | 5.96% | -12.1% |
| Q2 2020 | $9,990,000 | +3.1% | 173,051 | +0.5% | 6.78% | -7.4% |
| Q1 2020 | $9,687,000 | +7.7% | 172,190 | +8.3% | 7.32% | +22.0% |
| Q4 2019 | $8,997,000 | – | 159,011 | – | 6.00% | – |
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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% |