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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $368,000 | -27.3% | 7,438 | -22.9% | 0.08% | -12.6% |
| Q1 2022 | $506,000 | +23.4% | 9,642 | +29.6% | 0.09% | +20.8% |
| Q4 2021 | $410,000 | -3.3% | 7,438 | 0.0% | 0.07% | +5.9% |
| Q3 2021 | $424,000 | -5.4% | 7,438 | -5.2% | 0.07% | -4.2% |
| Q2 2021 | $448,000 | +6.2% | 7,845 | +5.5% | 0.07% | -4.1% |
| Q1 2021 | $422,000 | -4.3% | 7,438 | -1.3% | 0.07% | +8.8% |
| Q4 2020 | $441,000 | +1.8% | 7,537 | +1.3% | 0.07% | -19.0% |
| Q3 2020 | $433,000 | +0.9% | 7,438 | 0.0% | 0.08% | -4.5% |
| Q2 2020 | $429,000 | +2.6% | 7,438 | 0.0% | 0.09% | -17.0% |
| Q1 2020 | $418,000 | -0.7% | 7,438 | 0.0% | 0.11% | +16.5% |
| Q4 2019 | $421,000 | +879.1% | 7,438 | +871.0% | 0.09% | +727.3% |
| Q1 2019 | $43,000 | -64.2% | 766 | -65.0% | 0.01% | -65.6% |
| Q2 2018 | $120,000 | – | 2,189 | – | 0.03% | – |
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% |