VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 249 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $580,007 | +112.2% | 12,126 | +116.8% | 0.00% | – |
| Q2 2023 | $273,382 | -70.2% | 5,593 | -70.2% | 0.00% | – |
| Q1 2023 | $917,250 | +8025.2% | 18,750 | +7778.2% | 0.00% | – |
| Q4 2022 | $11,289 | -82.6% | 238 | -82.5% | 0.00% | – |
| Q3 2022 | $65,000 | +441.7% | 1,362 | +472.3% | 0.00% | – |
| Q2 2022 | $12,000 | -91.1% | 238 | -90.8% | 0.00% | – |
| Q1 2022 | $135,000 | +462.5% | 2,580 | +487.7% | 0.00% | – |
| Q4 2021 | $24,000 | +2300.0% | 439 | +3558.3% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | -29.4% | 0.00% | – |
| Q2 2021 | $1,000 | -87.5% | 17 | -88.5% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 148 | -21.7% | 0.00% | – |
| Q4 2020 | $12,000 | +1100.0% | 189 | +687.5% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 24 | +166.7% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 9 | -50.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 18 | +260.0% | 0.00% | – |
| Q4 2019 | $0 | – | 5 | -28.6% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 7 | -99.4% | 0.00% | – |
| Q2 2019 | $70,000 | -86.0% | 1,227 | -86.3% | 0.00% | – |
| Q1 2019 | $500,000 | -13.0% | 8,951 | -15.6% | 0.00% | – |
| Q4 2018 | $575,000 | +29.2% | 10,602 | +30.0% | 0.00% | – |
| Q3 2018 | $445,000 | +7.0% | 8,155 | +7.3% | 0.00% | – |
| Q2 2018 | $416,000 | -0.5% | 7,601 | -0.5% | 0.00% | – |
| Q1 2018 | $418,000 | -94.3% | 7,641 | -94.4% | 0.00% | -100.0% |
| Q4 2017 | $7,366,000 | +0.4% | 135,472 | +0.7% | 0.00% | 0.0% |
| Q3 2017 | $7,340,000 | +31.7% | 134,464 | +31.2% | 0.00% | 0.0% |
| Q2 2017 | $5,573,000 | +236.3% | 102,523 | +234.9% | 0.00% | – |
| Q1 2017 | $1,657,000 | +614.2% | 30,615 | +639.5% | 0.00% | – |
| Q3 2016 | $232,000 | – | 4,140 | – | 0.00% | – |
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% |