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% | – |
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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% |