VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,604 | -1.7% | 8,146 | +0.5% | 0.02% | 0.0% |
| Q2 2023 | $396,194 | +0.4% | 8,105 | +0.4% | 0.02% | -5.6% |
| Q1 2023 | $394,789 | +3.4% | 8,070 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $381,801 | +0.2% | 8,050 | +0.8% | 0.02% | -21.7% |
| Q3 2022 | $381,000 | -4.0% | 7,986 | -0.1% | 0.02% | -23.3% |
| Q2 2022 | $397,000 | -5.3% | 7,996 | +0.2% | 0.03% | +42.9% |
| Q1 2022 | $419,000 | -4.3% | 7,978 | +0.6% | 0.02% | 0.0% |
| Q4 2021 | $438,000 | 0.0% | 7,934 | +3.1% | 0.02% | -8.7% |
| Q3 2021 | $438,000 | 0.0% | 7,693 | +0.2% | 0.02% | +27.8% |
| Q2 2021 | $438,000 | 0.0% | 7,677 | +0.2% | 0.02% | -5.3% |
| Q1 2021 | $438,000 | -2.2% | 7,661 | +0.2% | 0.02% | -13.6% |
| Q4 2020 | $448,000 | +1.1% | 7,649 | +0.5% | 0.02% | +4.8% |
| Q3 2020 | $443,000 | – | 7,613 | – | 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% |