VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -97.1% | 4,011 | -97.0% | 0.02% | -97.0% |
| Q4 2021 | $7,319,000 | +4.7% | 132,682 | +8.2% | 0.66% | -4.1% |
| Q3 2021 | $6,988,000 | +29.0% | 122,678 | +29.3% | 0.69% | +25.0% |
| Q2 2021 | $5,419,000 | +36.9% | 94,910 | +36.9% | 0.55% | +29.5% |
| Q1 2021 | $3,959,000 | +113.2% | 69,314 | +118.6% | 0.43% | +99.5% |
| Q4 2020 | $1,857,000 | +69.4% | 31,708 | +68.4% | 0.21% | +45.6% |
| Q3 2020 | $1,096,000 | – | 18,828 | – | 0.15% | – |
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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% |