VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,924,000 | +43.1% | 333,617 | +48.6% | 2.01% | +41.5% |
| Q2 2022 | $11,125,000 | +103.7% | 224,558 | +115.6% | 1.42% | +103.7% |
| Q1 2022 | $5,462,000 | +415.3% | 104,157 | +442.1% | 0.70% | +444.5% |
| Q4 2021 | $1,060,000 | +63.1% | 19,214 | +68.3% | 0.13% | +58.0% |
| Q3 2021 | $650,000 | +111.7% | 11,414 | +115.2% | 0.08% | +125.0% |
| Q2 2021 | $307,000 | -26.6% | 5,304 | -26.7% | 0.04% | -40.0% |
| Q2 2020 | $418,000 | +136.2% | 7,236 | +123.6% | 0.06% | +150.0% |
| Q1 2018 | $177,000 | +0.6% | 3,236 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $176,000 | -0.6% | 3,236 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $177,000 | – | 3,236 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |