VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $256,000 | +1.6% | 4,878 | +6.6% | 0.17% | +13.3% |
| Q4 2021 | $252,000 | -1.6% | 4,575 | +2.0% | 0.15% | +1.4% |
| Q3 2021 | $256,000 | -7.2% | 4,487 | -7.2% | 0.15% | -4.5% |
| Q2 2021 | $276,000 | +3.4% | 4,833 | +3.4% | 0.16% | +0.6% |
| Q1 2021 | $267,000 | +8.1% | 4,674 | +10.7% | 0.15% | +12.4% |
| Q4 2020 | $247,000 | -29.0% | 4,223 | -29.4% | 0.14% | -31.2% |
| Q3 2020 | $348,000 | -18.3% | 5,985 | -18.7% | 0.20% | -44.1% |
| Q2 2020 | $426,000 | +0.7% | 7,362 | -2.0% | 0.36% | -18.2% |
| Q1 2020 | $423,000 | – | 7,514 | – | 0.44% | – |
Download | ||||||
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% |