VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $712,422 | -2.2% | 14,898 | 0.0% | 0.29% | +7.8% |
| Q2 2023 | $728,214 | +119.5% | 14,898 | +119.6% | 0.27% | +110.2% |
| Q1 2023 | $331,756 | +21.6% | 6,783 | +17.9% | 0.13% | +11.3% |
| Q4 2022 | $272,864 | -0.8% | 5,753 | 0.0% | 0.12% | -5.7% |
| Q3 2022 | $275,000 | -3.5% | 5,753 | 0.0% | 0.12% | -15.9% |
| Q2 2022 | $285,000 | -47.4% | 5,753 | -44.3% | 0.14% | -44.4% |
| Q1 2022 | $542,000 | +29.7% | 10,335 | +36.2% | 0.26% | +35.9% |
| Q4 2021 | $418,000 | +46.7% | 7,588 | +31.9% | 0.19% | +32.4% |
| Q2 2021 | $285,000 | – | 5,753 | – | 0.14% | – |
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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% |