VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,015 | -6.3% | 4,328 | -4.3% | 0.00% | 0.0% |
Q2 2023 | $220,995 | -32.6% | 4,521 | -32.5% | 0.00% | -50.0% |
Q1 2023 | $327,673 | -37.9% | 6,698 | -39.8% | 0.00% | -33.3% |
Q4 2022 | $527,663 | -10.3% | 11,125 | -9.4% | 0.01% | -14.3% |
Q3 2022 | $588,000 | -3.8% | 12,274 | -0.5% | 0.01% | 0.0% |
Q2 2022 | $611,000 | +0.8% | 12,337 | +7.0% | 0.01% | +16.7% |
Q1 2022 | $606,000 | -5.6% | 11,534 | -1.4% | 0.01% | 0.0% |
Q4 2021 | $642,000 | -0.3% | 11,694 | +2.9% | 0.01% | -14.3% |
Q3 2021 | $644,000 | +10.5% | 11,366 | +10.7% | 0.01% | +16.7% |
Q2 2021 | $583,000 | +7.0% | 10,264 | +10.2% | 0.01% | 0.0% |
Q4 2020 | $545,000 | +3105.9% | 9,313 | +2923.7% | 0.01% | – |
Q2 2020 | $17,000 | -99.6% | 308 | -99.5% | 0.00% | -100.0% |
Q1 2020 | $3,846,000 | +1396.5% | 68,275 | +1402.5% | 0.05% | +1250.0% |
Q4 2019 | $257,000 | – | 4,544 | – | 0.00% | – |
Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
Q1 2019 | $4,000 | +100.0% | 72 | +105.7% | 0.00% | – |
Q4 2018 | $2,000 | 0.0% | 35 | 0.0% | 0.00% | – |
Q3 2018 | $2,000 | -86.7% | 35 | -87.4% | 0.00% | – |
Q2 2018 | $15,000 | 0.0% | 278 | 0.0% | 0.00% | – |
Q1 2018 | $15,000 | -97.9% | 278 | -97.9% | 0.00% | -100.0% |
Q2 2017 | $718,000 | +4686.7% | 13,242 | +4663.3% | 0.01% | – |
Q1 2017 | $15,000 | – | 278 | – | 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% |