VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 466 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2019. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $259,774 | -2.0% | 5,477 | -1.4% | 0.10% | -7.9% |
| Q3 2022 | $265,000 | -10.2% | 5,555 | -6.7% | 0.11% | -5.8% |
| Q2 2022 | $295,000 | -6.3% | 5,952 | -0.9% | 0.12% | +9.0% |
| Q1 2022 | $315,000 | +0.6% | 6,009 | +5.9% | 0.11% | +2.8% |
| Q4 2021 | $313,000 | -1.3% | 5,676 | +2.0% | 0.11% | -9.2% |
| Q3 2021 | $317,000 | -1.2% | 5,565 | -1.0% | 0.12% | -4.8% |
| Q2 2021 | $321,000 | -22.5% | 5,619 | -22.6% | 0.12% | -29.8% |
| Q1 2021 | $414,000 | -25.0% | 7,256 | -23.0% | 0.18% | -33.1% |
| Q4 2020 | $552,000 | +132.9% | 9,426 | +116.0% | 0.27% | +27.9% |
| Q4 2018 | $237,000 | – | 4,363 | – | 0.21% | – |
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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% |