VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $962,463 | -9.1% | 20,131 | -7.0% | 0.13% | -7.0% |
Q2 2023 | $1,058,545 | +8.4% | 21,656 | +8.5% | 0.14% | +0.7% |
Q1 2023 | $976,150 | -28.8% | 19,954 | -31.0% | 0.14% | -0.7% |
Q4 2022 | $1,370,917 | +36.8% | 28,904 | +42.9% | 0.14% | +57.8% |
Q2 2022 | $1,002,000 | +1.9% | 20,232 | +7.9% | 0.09% | -49.2% |
Q1 2022 | $983,000 | +23.6% | 18,751 | +30.1% | 0.18% | +27.3% |
Q4 2021 | $795,000 | +52.9% | 14,411 | +57.8% | 0.14% | +51.1% |
Q3 2021 | $520,000 | +27.5% | 9,135 | +29.3% | 0.09% | +142.1% |
Q1 2021 | $408,000 | +140.0% | 7,065 | +143.5% | 0.04% | +22.6% |
Q4 2020 | $170,000 | – | 2,901 | – | 0.03% | – |
Download |
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% |