VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,201 | +62.3% | 17,441 | +65.9% | 0.32% | +64.2% |
| Q2 2023 | $514,034 | +1.3% | 10,516 | +1.4% | 0.19% | +4.9% |
| Q1 2023 | $507,211 | +17.0% | 10,368 | +13.4% | 0.18% | +21.1% |
| Q4 2022 | $433,670 | -99.9% | 9,143 | -20.0% | 0.15% | -25.9% |
| Q3 2022 | $545,308,000 | +94081.0% | 11,424 | -2.4% | 0.20% | -4.2% |
| Q2 2022 | $579,000 | -17.2% | 11,706 | -12.3% | 0.21% | -2.7% |
| Q1 2022 | $699,000 | -12.4% | 13,345 | -7.7% | 0.22% | -10.2% |
| Q4 2021 | $798,000 | -7.0% | 14,465 | -4.0% | 0.24% | -14.3% |
| Q3 2021 | $858,000 | – | 15,063 | – | 0.29% | – |
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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% |