VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,305,000 | +21.0% | 93,136 | +21.3% | 2.52% | +18.8% |
| Q2 2021 | $4,385,000 | +0.4% | 76,788 | +0.6% | 2.12% | -2.2% |
| Q1 2021 | $4,367,000 | -0.4% | 76,296 | +1.9% | 2.17% | -15.0% |
| Q4 2020 | $4,383,000 | +18.8% | 74,854 | +18.1% | 2.55% | +7.2% |
| Q3 2020 | $3,688,000 | +3.0% | 63,386 | +2.2% | 2.38% | -5.1% |
| Q2 2020 | $3,582,000 | +8.5% | 62,049 | +6.7% | 2.51% | -0.9% |
| Q1 2020 | $3,301,000 | +0.6% | 58,152 | +0.7% | 2.53% | +9.1% |
| Q4 2019 | $3,282,000 | +2.2% | 57,776 | +5.9% | 2.32% | -4.1% |
| Q3 2019 | $3,210,000 | +1.0% | 54,556 | -0.8% | 2.42% | +2.1% |
| Q2 2019 | $3,177,000 | +25.2% | 55,013 | +20.9% | 2.37% | +23.0% |
| Q1 2019 | $2,538,000 | +12.9% | 45,508 | +10.2% | 1.92% | +3.7% |
| Q4 2018 | $2,249,000 | -3.4% | 41,295 | -3.5% | 1.86% | -11.2% |
| Q3 2018 | $2,329,000 | +0.5% | 42,792 | +1.0% | 2.09% | -8.7% |
| Q2 2018 | $2,318,000 | -0.1% | 42,377 | -0.1% | 2.29% | -0.9% |
| Q1 2018 | $2,321,000 | +21.4% | 42,409 | +20.6% | 2.31% | +37.7% |
| Q4 2017 | $1,912,000 | – | 35,168 | – | 1.68% | – |
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% |