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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,090,000 | +118.3% | 284,414 | +151.0% | 0.75% | +190.7% |
| Q3 2021 | $6,455,000 | +73.2% | 113,317 | +73.6% | 0.26% | +39.2% |
| Q2 2021 | $3,726,000 | +77.9% | 65,261 | +80.0% | 0.19% | +12.0% |
| Q2 2020 | $2,094,000 | +83.5% | 36,265 | +78.8% | 0.17% | +167.7% |
| Q1 2020 | $1,141,000 | -5.2% | 20,278 | -0.8% | 0.06% | -26.2% |
| Q3 2019 | $1,203,000 | +214.1% | 20,444 | +206.1% | 0.08% | +236.0% |
| Q2 2019 | $383,000 | -69.0% | 6,679 | -69.8% | 0.02% | -64.8% |
| Q1 2019 | $1,235,000 | – | 22,136 | +553300.0% | 0.07% | – |
| Q4 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 4 | – | 0.00% | – |
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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% |