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 | $0 | -100.0% | 5 | -86.5% | 0.00% | – |
| Q2 2023 | $2 | – | 37 | +640.0% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 5 | -98.6% | 0.00% | -100.0% |
| Q4 2022 | $17 | -99.8% | 367 | +92.1% | 0.00% | +33.3% |
| Q3 2022 | $9,000 | -25.0% | 191 | -23.0% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | +500.0% | 248 | +570.3% | 0.00% | +100.0% |
| Q1 2021 | $2,000 | -93.5% | 37 | -92.9% | 0.00% | -91.7% |
| Q4 2020 | $31,000 | +10.7% | 521 | +7.6% | 0.02% | +4.3% |
| Q3 2020 | $28,000 | +16.7% | 484 | +18.3% | 0.02% | +15.0% |
| Q2 2020 | $24,000 | +4.3% | 409 | 0.0% | 0.02% | -16.7% |
| Q1 2020 | $23,000 | – | 409 | – | 0.02% | – |
Download | ||||||
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% |