VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,805,413 | +31.7% | 79,561 | +34.6% | 0.17% | +35.4% |
| Q2 2023 | $2,889,912 | +20.3% | 59,123 | +20.4% | 0.13% | +9.5% |
| Q1 2023 | $2,402,671 | +22.1% | 49,114 | +18.3% | 0.12% | -82.8% |
| Q4 2022 | $1,968,392 | +25.6% | 41,501 | +26.4% | 0.68% | +642.9% |
| Q3 2022 | $1,567,000 | -80.8% | 32,835 | -77.2% | 0.09% | -74.4% |
| Q4 2019 | $8,145,000 | +205.2% | 143,951 | +192.8% | 0.36% | -16.1% |
| Q1 2017 | $2,669,000 | – | 49,169 | – | 0.42% | – |
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% |