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 2023 | $790,728 | -13.8% | 16,532 | -11.9% | 0.07% | -9.1% |
| Q2 2023 | $917,526 | -12.1% | 18,771 | -12.1% | 0.08% | -13.5% |
| Q1 2023 | $1,044,149 | -6.9% | 21,344 | -9.7% | 0.09% | -7.3% |
| Q4 2022 | $1,121,529 | -3.4% | 23,646 | -2.8% | 0.10% | -11.1% |
| Q3 2022 | $1,161,000 | -26.8% | 24,315 | -24.1% | 0.11% | -22.3% |
| Q2 2022 | $1,587,000 | -18.0% | 32,042 | -13.2% | 0.14% | -4.1% |
| Q1 2022 | $1,935,000 | +2.7% | 36,901 | +8.0% | 0.14% | +9.8% |
| Q4 2021 | $1,884,000 | +6.7% | 34,158 | +10.2% | 0.13% | +3.1% |
| Q3 2021 | $1,765,000 | +12.8% | 30,986 | +13.0% | 0.13% | +13.3% |
| Q2 2021 | $1,565,000 | +10.9% | 27,414 | +10.9% | 0.11% | +5.6% |
| Q1 2021 | $1,411,000 | – | 24,709 | – | 0.11% | – |
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% |