VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $217,147 | -2.1% | 4,540 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $221,914 | -0.1% | 4,540 | 0.0% | 0.05% | -6.1% |
Q1 2023 | $222,096 | +3.1% | 4,540 | 0.0% | 0.05% | -2.0% |
Q4 2022 | $215,331 | -0.8% | 4,540 | 0.0% | 0.05% | -7.4% |
Q3 2022 | $217,000 | -3.6% | 4,540 | 0.0% | 0.05% | -1.8% |
Q2 2022 | $225,000 | -5.5% | 4,540 | 0.0% | 0.06% | -9.8% |
Q1 2022 | $238,000 | -4.8% | 4,540 | 0.0% | 0.06% | -7.6% |
Q4 2021 | $250,000 | -3.5% | 4,540 | 0.0% | 0.07% | -12.0% |
Q3 2021 | $259,000 | -1.5% | 4,540 | 0.0% | 0.08% | -1.3% |
Q2 2021 | $263,000 | +1.5% | 4,540 | 0.0% | 0.08% | -7.3% |
Q1 2021 | $259,000 | -2.6% | 4,540 | 0.0% | 0.08% | -6.8% |
Q4 2020 | $266,000 | – | 4,540 | – | 0.09% | – |
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% |