VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198,189 | -5.1% | 25,051 | -3.0% | 0.23% | -10.7% |
| Q2 2023 | $1,262,852 | -10.7% | 25,836 | -10.6% | 0.25% | -19.7% |
| Q1 2023 | $1,413,519 | -31.4% | 28,895 | -33.5% | 0.32% | -33.3% |
| Q4 2022 | $2,060,312 | +93.5% | 43,439 | +94.7% | 0.47% | +64.5% |
| Q3 2022 | $1,065,000 | -39.9% | 22,309 | -37.6% | 0.29% | -41.9% |
| Q2 2022 | $1,772,000 | +18.4% | 35,769 | +25.4% | 0.49% | +37.6% |
| Q1 2022 | $1,496,000 | -54.7% | 28,534 | -52.4% | 0.36% | -54.8% |
| Q4 2021 | $3,303,000 | +673.5% | 59,885 | +697.9% | 0.79% | +572.9% |
| Q3 2021 | $427,000 | +17.3% | 7,505 | +17.9% | 0.12% | -1.7% |
| Q1 2021 | $364,000 | +8.7% | 6,366 | +11.2% | 0.12% | 0.0% |
| Q4 2020 | $335,000 | -2.6% | 5,726 | -3.0% | 0.12% | -19.5% |
| Q3 2020 | $344,000 | -23.9% | 5,905 | -24.7% | 0.15% | -31.0% |
| Q2 2020 | $452,000 | – | 7,837 | – | 0.22% | – |
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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% |