VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $236,000 | -38.1% | 4,758 | -34.5% | 0.06% | -29.5% |
| Q1 2022 | $381,000 | -43.0% | 7,269 | -40.1% | 0.08% | -42.6% |
| Q4 2021 | $669,000 | -22.7% | 12,131 | -20.1% | 0.14% | -27.7% |
| Q3 2021 | $865,000 | -38.3% | 15,192 | -38.1% | 0.19% | -40.5% |
| Q2 2021 | $1,401,000 | -2.0% | 24,540 | -1.9% | 0.32% | -8.9% |
| Q1 2021 | $1,429,000 | -0.2% | 25,014 | +2.2% | 0.35% | -3.6% |
| Q4 2020 | $1,432,000 | +2.6% | 24,466 | +2.0% | 0.36% | -8.2% |
| Q3 2020 | $1,396,000 | +26.8% | 23,990 | +25.8% | 0.39% | +13.0% |
| Q2 2020 | $1,101,000 | – | 19,064 | – | 0.35% | – |
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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% |