VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70 | -2.8% | 1,471 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $72 | 0.0% | 1,471 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $72 | +2.9% | 1,471 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $70 | -99.9% | 1,471 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $70,000 | -27.8% | 1,471 | -24.9% | 0.02% | -33.3% |
| Q2 2022 | $97,000 | +26.0% | 1,958 | +33.1% | 0.02% | +41.2% |
| Q1 2022 | $77,000 | -4.9% | 1,471 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $81,000 | -3.6% | 1,471 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | -13.6% |
| Q2 2021 | $84,000 | 0.0% | 1,471 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $84,000 | -2.3% | 1,471 | 0.0% | 0.02% | -8.3% |
| Q4 2020 | $86,000 | 0.0% | 1,471 | 0.0% | 0.02% | -22.6% |
| Q3 2020 | $86,000 | +1.2% | 1,471 | 0.0% | 0.03% | +6.9% |
| Q2 2020 | $85,000 | +112.5% | 1,471 | +106.0% | 0.03% | +70.6% |
| Q1 2020 | $40,000 | 0.0% | 714 | 0.0% | 0.02% | +30.8% |
| Q4 2019 | $40,000 | -4.8% | 714 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $42,000 | +2.4% | 714 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 714 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $40,000 | – | 714 | – | 0.02% | – |
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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% |