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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $370,000 | -68.3% | 7,758 | -67.0% | 0.14% | -78.3% |
| Q2 2022 | $1,166,000 | -10.4% | 23,544 | -5.1% | 0.67% | +0.9% |
| Q1 2022 | $1,301,000 | +537.7% | 24,809 | +594.0% | 0.66% | +662.1% |
| Q1 2021 | $204,000 | -6.4% | 3,575 | -4.0% | 0.09% | -14.7% |
| Q4 2020 | $218,000 | -23.8% | 3,724 | -24.3% | 0.10% | -39.3% |
| Q3 2020 | $286,000 | +0.7% | 4,919 | 0.0% | 0.17% | -6.1% |
| Q2 2020 | $284,000 | -28.5% | 4,919 | -30.3% | 0.18% | -37.8% |
| Q1 2020 | $397,000 | – | 7,055 | – | 0.29% | – |
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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% |