VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $25,000 | -3.8% | 499 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -7.1% | 499 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $28,000 | -72.2% | 499 | -71.8% | 0.00% | -75.0% |
| Q3 2021 | $100,762 | -0.2% | 1,769 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $101,010 | -0.0% | 1,769 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $101,045 | -2.4% | 1,769 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $103,575 | +0.6% | 1,769 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $102,929 | +0.8% | 1,769 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $102,124 | +2.6% | 1,769 | 0.0% | 0.01% | -20.0% |
| Q1 2020 | $99,524 | +4.3% | 1,769 | +4.9% | 0.01% | +25.0% |
| Q4 2019 | $95,394 | -3.8% | 1,686 | 0.0% | 0.01% | -20.0% |
| Q3 2019 | $99,187 | +2.7% | 1,686 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $96,608 | +2.7% | 1,686 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $94,028 | +2.8% | 1,686 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $91,466 | -0.5% | 1,686 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $91,954 | -4.3% | 1,686 | -4.0% | 0.01% | -9.1% |
| Q2 2018 | $96,071 | -0.0% | 1,756 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $96,106 | -13.4% | 1,756 | -14.0% | 0.01% | -14.3% |
| Q4 2017 | $110,969 | -46.8% | 2,041 | -46.6% | 0.01% | -48.1% |
| Q3 2017 | $208,534 | – | 3,820 | – | 0.03% | – |
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% |