VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933,154 | -6.9% | 19,511 | -4.8% | 0.26% | +4.4% |
| Q2 2023 | $1,002,024 | +600.9% | 20,500 | +601.6% | 0.25% | +638.2% |
| Q1 2023 | $142,970 | -85.5% | 2,922 | -85.9% | 0.03% | -85.3% |
| Q4 2022 | $984,317 | +1.7% | 20,736 | +2.2% | 0.23% | +12.1% |
| Q3 2022 | $968,000 | -8.5% | 20,281 | -3.9% | 0.21% | +4.0% |
| Q2 2022 | $1,058,000 | -7.0% | 21,099 | -7.5% | 0.20% | -8.3% |
| Q1 2022 | $1,138,000 | – | 22,805 | – | 0.22% | – |
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% |