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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $719,095 | -1.2% | 15,034 | +1.0% | 0.23% | +3.5% |
| Q2 2023 | $727,581 | +0.5% | 14,885 | +0.5% | 0.23% | +18.3% |
| Q1 2023 | $724,221 | +20.5% | 14,804 | +16.8% | 0.19% | -7.3% |
| Q4 2022 | $601,232 | -3.0% | 12,676 | -2.3% | 0.21% | +17.7% |
| Q3 2022 | $620,000 | -2.2% | 12,981 | +1.4% | 0.18% | +53.5% |
| Q2 2022 | $634,000 | -1.9% | 12,808 | +3.9% | 0.11% | -38.4% |
| Q1 2022 | $646,000 | -4.6% | 12,325 | +0.4% | 0.18% | 0.0% |
| Q4 2021 | $677,000 | +28.2% | 12,279 | +32.6% | 0.18% | +11.4% |
| Q3 2021 | $528,000 | +37.9% | 9,261 | +38.2% | 0.17% | +26.7% |
| Q1 2021 | $383,000 | -11.3% | 6,699 | -9.2% | 0.13% | -21.1% |
| Q4 2020 | $432,000 | – | 7,375 | – | 0.17% | – |
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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% |