VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | -99.9% | 28 | -99.9% | 0.00% | -100.0% |
| Q3 2021 | $2,412,000 | -1.6% | 42,361 | -1.3% | 0.31% | -20.4% |
| Q2 2021 | $2,450,000 | +3.6% | 42,900 | +3.6% | 0.39% | -7.1% |
| Q1 2021 | $2,365,000 | -9.0% | 41,408 | -6.7% | 0.42% | -14.6% |
| Q4 2020 | $2,600,000 | +3.4% | 44,397 | +2.7% | 0.49% | -5.0% |
| Q3 2020 | $2,514,000 | -10.3% | 43,210 | -11.0% | 0.52% | -14.0% |
| Q2 2020 | $2,803,000 | +47.1% | 48,543 | +43.3% | 0.60% | +25.8% |
| Q1 2020 | $1,906,000 | +1.3% | 33,886 | +1.8% | 0.48% | +17.3% |
| Q4 2019 | $1,882,000 | +1.8% | 33,276 | +5.9% | 0.41% | -2.6% |
| Q3 2019 | $1,849,000 | +0.1% | 31,436 | -2.5% | 0.42% | +5.0% |
| Q2 2019 | $1,848,000 | -7.6% | 32,252 | -10.1% | 0.40% | -8.2% |
| Q1 2019 | $2,001,000 | – | 35,890 | – | 0.44% | – |
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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% |