VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $410,000 | -7.7% | 7,179 | -8.2% | 0.14% | -4.9% |
| Q1 2021 | $444,000 | -95.6% | 7,817 | -95.5% | 0.14% | -32.4% |
| Q4 2020 | $10,156,000 | +441.7% | 173,463 | +438.3% | 0.21% | +195.8% |
| Q3 2020 | $1,875,000 | +406.8% | 32,224 | +403.0% | 0.07% | +380.0% |
| Q2 2020 | $370,000 | -92.0% | 6,406 | -92.4% | 0.02% | -95.0% |
| Q4 2017 | $4,605,000 | +3.8% | 84,696 | +4.2% | 0.30% | -11.2% |
| Q3 2017 | $4,438,000 | -3.8% | 81,295 | -4.2% | 0.34% | -18.7% |
| Q2 2017 | $4,615,000 | +81.1% | 84,894 | +86.7% | 0.42% | +10.6% |
| Q3 2016 | $2,548,000 | -37.6% | 45,461 | -38.0% | 0.38% | -45.5% |
| Q2 2016 | $4,081,000 | +4.7% | 73,270 | +2.5% | 0.69% | +2.7% |
| Q1 2016 | $3,898,000 | +0.5% | 71,479 | -2.5% | 0.68% | -31.3% |
| Q4 2015 | $3,877,000 | -9.5% | 73,323 | -10.4% | 0.98% | -17.7% |
| Q2 2015 | $4,284,000 | +115.6% | 81,809 | +122.7% | 1.20% | +94.6% |
| Q1 2015 | $1,987,000 | – | 36,729 | – | 0.61% | – |
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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% |