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 | $1,200,282 | +24.6% | 25,095 | +27.3% | 0.04% | +25.8% |
| Q2 2023 | $963,244 | +65.8% | 19,706 | +65.9% | 0.03% | +47.6% |
| Q1 2023 | $581,112 | +6.0% | 11,879 | +2.7% | 0.02% | +5.0% |
| Q4 2022 | $548,430 | +85.9% | 11,563 | +86.8% | 0.02% | +53.8% |
| Q3 2022 | $295,000 | -48.6% | 6,189 | -46.5% | 0.01% | -27.8% |
| Q2 2022 | $574,000 | +43.1% | 11,578 | +51.4% | 0.02% | -25.0% |
| Q1 2022 | $401,000 | -10.7% | 7,647 | -3.0% | 0.02% | -48.9% |
| Q3 2021 | $449,000 | -12.0% | 7,882 | -11.8% | 0.05% | -2.1% |
| Q2 2021 | $510,000 | +150.0% | 8,939 | +150.8% | 0.05% | +128.6% |
| Q1 2021 | $204,000 | – | 3,564 | – | 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% |