VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532 | +8.6% | 11,115 | +10.8% | 0.04% | +9.4% |
| Q2 2023 | $490 | -0.2% | 10,032 | -0.0% | 0.03% | -15.8% |
| Q1 2023 | $491 | +3.4% | 10,036 | +0.1% | 0.04% | -5.0% |
| Q4 2022 | $475 | -99.9% | 10,025 | -5.1% | 0.04% | -14.9% |
| Q3 2022 | $504,000 | +1.0% | 10,567 | +4.9% | 0.05% | +6.8% |
| Q2 2022 | $499,000 | -12.6% | 10,076 | -7.5% | 0.04% | +4.8% |
| Q1 2022 | $571,000 | -5.1% | 10,892 | -0.2% | 0.04% | +7.7% |
| Q4 2021 | $602,000 | -78.4% | 10,912 | -77.7% | 0.04% | -76.6% |
| Q2 2021 | $2,788,000 | -2.2% | 48,888 | -2.0% | 0.17% | -8.7% |
| Q1 2021 | $2,850,000 | +9.7% | 49,892 | +7.0% | 0.18% | -44.9% |
| Q1 2019 | $2,599,000 | – | 46,610 | – | 0.33% | – |
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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% |