VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,017 | -1.7% | 21 | 0.0% | 0.00% | – |
Q2 2023 | $1,035 | -60.9% | 21 | -61.1% | 0.00% | -100.0% |
Q1 2023 | $2,645 | -96.1% | 54 | -96.2% | 0.00% | -95.0% |
Q4 2022 | $67,162 | +2138.7% | 1,416 | +2260.0% | 0.02% | +1900.0% |
Q2 2022 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $3,000 | +50.0% | 60 | +81.8% | 0.00% | 0.0% |
Q2 2021 | $2,000 | -80.0% | 33 | -81.7% | 0.00% | -66.7% |
Q1 2021 | $10,000 | +233.3% | 180 | +210.3% | 0.00% | +50.0% |
Q4 2020 | $3,000 | – | 58 | – | 0.00% | – |
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% |