VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,382,663 | +5.4% | 384,333 | +7.7% | 0.51% | +5.1% |
Q2 2023 | $17,448,915 | +5.8% | 356,975 | +5.9% | 0.49% | +0.4% |
Q1 2023 | $16,494,818 | +903.3% | 337,179 | +1031.3% | 0.49% | +711.7% |
Q4 2021 | $1,644,000 | +25.5% | 29,805 | +29.6% | 0.06% | +17.6% |
Q3 2021 | $1,310,000 | +8.1% | 23,003 | +8.4% | 0.05% | +2.0% |
Q2 2021 | $1,212,000 | +14.7% | 21,225 | +14.7% | 0.05% | 0.0% |
Q1 2021 | $1,057,000 | +18.4% | 18,500 | +21.3% | 0.05% | +13.6% |
Q4 2020 | $893,000 | +27.6% | 15,254 | +26.9% | 0.04% | +12.8% |
Q3 2020 | $700,000 | +4.6% | 12,022 | +0.8% | 0.04% | -52.4% |
Q3 2016 | $669,000 | – | 11,930 | – | 0.08% | – |
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% |