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 2019 | $92,000 | -15.6% | 1,671 | -16.7% | 0.03% | -24.3% |
| Q4 2018 | $109,000 | -4.4% | 2,007 | -4.2% | 0.04% | +2.8% |
| Q3 2018 | $114,000 | -6.6% | 2,096 | -5.9% | 0.04% | -10.0% |
| Q2 2018 | $122,000 | 0.0% | 2,228 | 0.0% | 0.04% | -2.4% |
| Q1 2018 | $122,000 | +8.9% | 2,228 | +7.2% | 0.04% | +7.9% |
| Q4 2017 | $112,000 | +69.7% | 2,078 | +71.2% | 0.04% | +65.2% |
| Q3 2017 | $66,000 | +24.5% | 1,214 | +25.2% | 0.02% | +15.0% |
| Q2 2017 | $53,000 | +47.2% | 970 | +47.9% | 0.02% | +42.9% |
| Q1 2017 | $36,000 | -59.6% | 656 | -60.0% | 0.01% | -63.2% |
| Q4 2016 | $89,000 | -44.4% | 1,639 | -42.5% | 0.04% | -44.1% |
| Q3 2016 | $160,000 | -9.1% | 2,849 | -14.2% | 0.07% | -18.1% |
| Q3 2015 | $176,000 | – | 3,322 | – | 0.08% | – |
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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% |