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 2022 | $8,159,000 | -52.3% | 170,948 | -50.5% | 1.11% | -49.4% |
| Q2 2022 | $17,100,000 | -6.3% | 345,178 | -0.6% | 2.19% | +4.9% |
| Q1 2022 | $18,244,000 | -8.1% | 347,212 | -3.4% | 2.09% | -3.8% |
| Q4 2021 | $19,860,000 | +4.5% | 359,427 | +7.9% | 2.17% | -1.8% |
| Q3 2021 | $19,007,000 | +2.1% | 333,245 | +2.2% | 2.21% | +1.7% |
| Q2 2021 | $18,611,000 | +26.0% | 325,948 | +26.0% | 2.17% | -0.2% |
| Q1 2021 | $14,776,000 | +1.3% | 258,695 | +3.8% | 2.18% | -2.1% |
| Q4 2020 | $14,590,000 | +121.7% | 249,197 | +120.3% | 2.22% | +102.2% |
| Q3 2020 | $6,582,000 | +7.5% | 113,133 | +6.7% | 1.10% | +1.1% |
| Q2 2020 | $6,124,000 | – | 106,049 | +30373.9% | 1.09% | – |
| Q4 2018 | $0 | – | 348 | – | 0.00% | – |
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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% |