VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 445 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,727,893 | -0.4% | 454,273 | +1.8% | 8.56% | +1.5% |
| Q2 2023 | $21,805,041 | -1.0% | 446,093 | -1.0% | 8.43% | -3.5% |
| Q1 2023 | $22,032,349 | +1.9% | 450,375 | -1.2% | 8.74% | -1.5% |
| Q4 2022 | $21,629,562 | -2.3% | 456,031 | -1.7% | 8.87% | -8.0% |
| Q3 2022 | $22,133,184 | -2.1% | 463,716 | +1.6% | 9.64% | -0.8% |
| Q2 2022 | $22,607,486 | -4.1% | 456,348 | +1.5% | 9.72% | +7.8% |
| Q1 2022 | $23,579,667 | -5.4% | 449,650 | -0.5% | 9.02% | -2.4% |
| Q4 2021 | $24,930,862 | +1.7% | 451,974 | +5.0% | 9.24% | -2.1% |
| Q3 2021 | $24,525,007 | +10.2% | 430,565 | +10.5% | 9.43% | -2.6% |
| Q2 2021 | $22,254,601 | +1.8% | 389,748 | +1.9% | 9.68% | -7.8% |
| Q1 2021 | $21,850,621 | +4.8% | 382,539 | +7.4% | 10.50% | +1.6% |
| Q4 2020 | $20,855,070 | +5.9% | 356,192 | +5.3% | 10.34% | -5.0% |
| Q3 2020 | $19,686,099 | +10.7% | 338,336 | +9.9% | 10.88% | +3.2% |
| Q2 2020 | $17,776,165 | +0.3% | 307,919 | -2.3% | 10.54% | -23.3% |
| Q1 2020 | $17,731,434 | -3.6% | 315,169 | -3.0% | 13.75% | -4.2% |
| Q4 2019 | $18,384,677 | +1.4% | 324,932 | +5.5% | 14.34% | -5.7% |
| Q3 2019 | $18,125,376 | +2.5% | 308,097 | -0.2% | 15.21% | +1.3% |
| Q2 2019 | $17,681,876 | +4.0% | 308,584 | +1.2% | 15.02% | -1.6% |
| Q1 2019 | $17,008,822 | +0.0% | 304,982 | -2.7% | 15.27% | -7.4% |
| Q4 2018 | $17,008,244 | – | 313,516 | – | 16.49% | – |
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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% |