VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $236,726 | -1.2% | 4,843 | -1.1% | 0.02% | -8.7% |
| Q1 2023 | $239,561 | +1.4% | 4,897 | -1.7% | 0.02% | -8.0% |
| Q4 2022 | $236,201 | -58.1% | 4,980 | -57.8% | 0.02% | -52.8% |
| Q3 2022 | $564,000 | -80.8% | 11,810 | -79.4% | 0.05% | -79.1% |
| Q2 2022 | $2,932,000 | +545.8% | 57,393 | +562.2% | 0.25% | +551.3% |
| Q1 2022 | $454,000 | -4.8% | 8,667 | +0.3% | 0.04% | -7.1% |
| Q4 2021 | $477,000 | -58.3% | 8,645 | -57.0% | 0.04% | -62.8% |
| Q3 2021 | $1,145,000 | -0.3% | 20,101 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $1,148,000 | 0.0% | 20,101 | +0.0% | 0.11% | 0.0% |
| Q1 2021 | $1,148,000 | -2.5% | 20,100 | 0.0% | 0.11% | -6.6% |
| Q4 2020 | $1,177,000 | -2.1% | 20,100 | -2.7% | 0.12% | -9.0% |
| Q3 2020 | $1,202,000 | +37.2% | 20,652 | +32.7% | 0.13% | +58.3% |
| Q1 2020 | $876,000 | -23.2% | 15,564 | -25.9% | 0.08% | -45.5% |
| Q4 2016 | $1,141,000 | +28425.0% | 21,017 | +27922.7% | 0.15% | – |
| Q2 2016 | $4,000 | – | 75 | – | 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% |