VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -5.5% | 4,274 | +0.5% | 0.05% | 0.0% |
| Q4 2021 | $235,000 | -2.5% | 4,253 | 0.0% | 0.05% | -14.0% |
| Q3 2021 | $241,000 | -0.8% | 4,253 | +0.1% | 0.06% | -6.6% |
| Q2 2021 | $243,000 | +11.0% | 4,249 | +11.0% | 0.06% | +3.4% |
| Q1 2021 | $219,000 | -4.8% | 3,828 | -2.7% | 0.06% | -10.6% |
| Q4 2020 | $230,000 | 0.0% | 3,934 | -0.3% | 0.07% | -18.5% |
| Q3 2020 | $230,000 | -5.3% | 3,947 | -6.4% | 0.08% | -15.6% |
| Q2 2020 | $243,000 | +15.7% | 4,215 | +13.2% | 0.10% | -11.1% |
| Q1 2020 | $210,000 | -6.7% | 3,723 | -6.4% | 0.11% | +24.1% |
| Q4 2019 | $225,000 | -3.0% | 3,978 | +0.9% | 0.09% | -17.9% |
| Q3 2019 | $232,000 | +5.0% | 3,943 | +2.2% | 0.11% | +8.2% |
| Q2 2019 | $221,000 | +7.3% | 3,858 | +4.3% | 0.10% | +2.1% |
| Q1 2019 | $206,000 | – | 3,698 | – | 0.10% | – |
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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% |