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 | $323,025 | -2.2% | 9,667 | -0.0% | 0.05% | +11.6% |
| Q2 2023 | $330,252 | +0.1% | 9,671 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $329,960 | +3.1% | 9,660 | +0.0% | 0.04% | -2.3% |
| Q4 2022 | $319,908 | +31.6% | 9,658 | +20.5% | 0.04% | +12.8% |
| Q3 2022 | $243,000 | -3.6% | 8,013 | +0.0% | 0.04% | 0.0% |
| Q2 2022 | $252,000 | -5.6% | 8,010 | +0.0% | 0.04% | +8.3% |
| Q1 2022 | $267,000 | -4.6% | 8,008 | +0.1% | 0.04% | -2.7% |
| Q4 2021 | $280,000 | -1.1% | 8,001 | +59.9% | 0.04% | -2.6% |
| Q3 2021 | $283,000 | -1.0% | 5,004 | +0.0% | 0.04% | -2.6% |
| Q2 2021 | $286,000 | -43.9% | 5,002 | -44.0% | 0.04% | -48.7% |
| Q1 2021 | $510,000 | -2.5% | 8,925 | -0.1% | 0.08% | -15.6% |
| Q4 2020 | $523,000 | – | 8,930 | – | 0.09% | – |
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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% |