VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 381 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2018. The put-call ratio across all filers is 1.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $364,082 | +0.5% | 7,612 | +2.7% | 0.01% | +20.0% |
Q2 2023 | $362,201 | -38.0% | 7,410 | -37.9% | 0.01% | -44.4% |
Q1 2023 | $584,056 | +129979.3% | 11,939 | +26.2% | 0.01% | +28.6% |
Q4 2022 | $449 | -99.9% | 9,457 | -0.7% | 0.01% | -12.5% |
Q3 2022 | $454,000 | -16.4% | 9,519 | -13.2% | 0.01% | 0.0% |
Q2 2022 | $543,000 | +8.8% | 10,971 | +15.3% | 0.01% | +14.3% |
Q1 2022 | $499,000 | -5.0% | 9,519 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $525,000 | +87.5% | 9,519 | +93.9% | 0.01% | +16.7% |
Q3 2021 | $280,000 | 0.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $280,000 | 0.0% | 4,910 | 0.0% | 0.01% | -14.3% |
Q1 2021 | $280,000 | -2.4% | 4,910 | 0.0% | 0.01% | -12.5% |
Q4 2020 | $287,000 | +1.4% | 4,910 | 0.0% | 0.01% | -11.1% |
Q3 2020 | $283,000 | 0.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $283,000 | +2.5% | 4,910 | 0.0% | 0.01% | -10.0% |
Q1 2020 | $276,000 | -0.7% | 4,910 | 0.0% | 0.01% | +25.0% |
Q4 2019 | $278,000 | -47.7% | 4,910 | -45.7% | 0.01% | -38.5% |
Q3 2019 | $532,000 | +54.2% | 9,043 | +50.1% | 0.01% | +62.5% |
Q2 2019 | $345,000 | +25.9% | 6,023 | +22.7% | 0.01% | 0.0% |
Q1 2019 | $274,000 | +3.0% | 4,910 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $266,000 | -0.7% | 4,910 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $268,000 | -0.4% | 4,910 | 0.0% | 0.01% | -11.1% |
Q2 2018 | $269,000 | -5.6% | 4,910 | -5.6% | 0.01% | 0.0% |
Q1 2018 | $285,000 | +6.7% | 5,200 | +5.9% | 0.01% | 0.0% |
Q4 2017 | $267,000 | -0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $268,000 | +0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $267,000 | +0.4% | 4,910 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $266,000 | -0.4% | 4,910 | 0.0% | 0.01% | -10.0% |
Q4 2016 | $267,000 | -2.9% | 4,910 | 0.0% | 0.01% | -9.1% |
Q3 2016 | $275,000 | +0.7% | 4,910 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $273,000 | +1.9% | 4,910 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $268,000 | +3.1% | 4,910 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $260,000 | 0.0% | 4,910 | 0.0% | 0.01% | -26.7% |
Q3 2015 | $260,000 | +1.2% | 4,910 | 0.0% | 0.02% | +25.0% |
Q2 2015 | $257,000 | – | 4,910 | – | 0.01% | – |
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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% |