VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618,526 | -5.0% | 12,932 | -2.9% | 0.02% | 0.0% |
| Q2 2023 | $651,260 | -2.4% | 13,324 | -2.3% | 0.02% | -7.7% |
| Q1 2023 | $667,013 | +100962.6% | 13,635 | -2.1% | 0.03% | -29.7% |
| Q4 2022 | $660 | -99.9% | 13,923 | -6.8% | 0.04% | -14.0% |
| Q3 2022 | $713,000 | -20.1% | 14,932 | -17.1% | 0.04% | +16.2% |
| Q2 2022 | $892,000 | -18.2% | 18,005 | -13.4% | 0.04% | +27.6% |
| Q1 2022 | $1,090,000 | -27.0% | 20,779 | -23.3% | 0.03% | -12.1% |
| Q4 2021 | $1,494,000 | -5.9% | 27,087 | -2.8% | 0.03% | -21.4% |
| Q3 2021 | $1,588,000 | +0.4% | 27,881 | +0.7% | 0.04% | -2.3% |
| Q2 2021 | $1,581,000 | -6.5% | 27,691 | -8.0% | 0.04% | -4.4% |
| Q1 2021 | $1,691,000 | – | 30,087 | – | 0.04% | – |
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% |