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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,068,379 | +6577.4% | 22,337 | -24.3% | 0.00% | – |
| Q4 2021 | $16,000 | -20.0% | 29,490 | -16.5% | 0.00% | – |
| Q3 2021 | $20,000 | 0.0% | 35,338 | +1.5% | 0.00% | – |
| Q2 2021 | $20,000 | +11.1% | 34,824 | +9.5% | 0.00% | – |
| Q1 2021 | $18,000 | -10.0% | 31,807 | -5.8% | 0.00% | – |
| Q4 2020 | $20,000 | 0.0% | 33,757 | -1.5% | 0.00% | – |
| Q3 2020 | $20,000 | -4.8% | 34,273 | -3.7% | 0.00% | – |
| Q2 2020 | $21,000 | +61.5% | 35,575 | +52.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 23,407 | +5.0% | 0.00% | – |
| Q4 2018 | $12,000 | -20.0% | 22,292 | -21.2% | 0.00% | – |
| Q3 2018 | $15,000 | -40.0% | 28,285 | -37.2% | 0.00% | – |
| Q2 2018 | $25,000 | -49.0% | 45,066 | -49.4% | 0.00% | – |
| Q1 2018 | $49,000 | -48.4% | 89,036 | -49.1% | 0.00% | – |
| Q4 2017 | $95,000 | +1.1% | 175,077 | +1.2% | 0.00% | – |
| Q3 2017 | $94,000 | +5.6% | 172,973 | +6.2% | 0.00% | – |
| Q2 2017 | $89,000 | +4.7% | 162,884 | +3.3% | 0.00% | – |
| Q1 2017 | $85,000 | +23.2% | 157,747 | +24.4% | 0.00% | – |
| Q4 2016 | $69,000 | +35.3% | 126,822 | +38.7% | 0.00% | – |
| Q3 2016 | $51,000 | -1.9% | 91,420 | -1.9% | 0.00% | – |
| Q2 2016 | $52,000 | +188.9% | 93,213 | +185.4% | 0.00% | – |
| Q1 2016 | $18,000 | +80.0% | 32,664 | +66.7% | 0.00% | – |
| Q4 2015 | $10,000 | +66.7% | 19,592 | +75.4% | 0.00% | – |
| Q3 2015 | $6,000 | – | 11,170 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |