VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,331,931 | +4.4% | 27,249 | +4.5% | 2.85% | -5.5% |
| Q1 2023 | $1,275,442 | +5.8% | 26,072 | +2.5% | 3.02% | -13.3% |
| Q4 2022 | $1,205,955 | +10.9% | 25,426 | +11.6% | 3.48% | +4.7% |
| Q3 2022 | $1,087,000 | +16.5% | 22,780 | +21.0% | 3.33% | +37.2% |
| Q2 2022 | $933,000 | +89.2% | 18,826 | +100.3% | 2.42% | +128.5% |
| Q1 2022 | $493,000 | -15.0% | 9,400 | -7.8% | 1.06% | -2.9% |
| Q3 2021 | $580,000 | -3.5% | 10,191 | -3.1% | 1.09% | -0.2% |
| Q2 2021 | $601,000 | +0.2% | 10,518 | +0.1% | 1.10% | -5.0% |
| Q1 2021 | $600,000 | +6.6% | 10,505 | +9.3% | 1.15% | +1.9% |
| Q4 2020 | $563,000 | – | 9,608 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |