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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $48,098 | -78.0% | 984 | -74.8% | 0.00% | -93.5% |
| Q3 2016 | $219,000 | -14.8% | 3,900 | -15.4% | 0.03% | -20.5% |
| Q2 2016 | $257,000 | -97.9% | 4,610 | -98.0% | 0.04% | -97.9% |
| Q1 2016 | $12,280,000 | +1.3% | 225,154 | -1.7% | 1.87% | +7.2% |
| Q4 2015 | $12,118,000 | +3.9% | 229,157 | +4.0% | 1.74% | -15.1% |
| Q3 2015 | $11,659,000 | -28.1% | 220,279 | -28.8% | 2.05% | -4.8% |
| Q2 2015 | $16,208,000 | -4.1% | 309,492 | -0.9% | 2.15% | -3.9% |
| Q1 2015 | $16,899,000 | +5.1% | 312,430 | +3.2% | 2.24% | +0.6% |
| Q4 2014 | $16,084,000 | – | 302,834 | – | 2.23% | – |
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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% |