VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,629 | -34.4% | 6,515 | -32.9% | 0.01% | -23.5% |
Q2 2023 | $474,788 | +100.9% | 9,713 | +101.1% | 0.02% | +88.9% |
Q1 2023 | $236,335 | +7777.8% | 4,831 | +10178.7% | 0.01% | – |
Q1 2020 | $3,000 | -98.1% | 47 | -98.4% | 0.00% | -100.0% |
Q4 2019 | $162,000 | +8000.0% | 2,861 | +6878.0% | 0.01% | – |
Q4 2018 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
Q3 2018 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
Q2 2018 | $2,000 | – | 41 | – | 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% |