VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,209,049 | -2.1% | 25,278 | +0.0% | 0.02% | 0.0% |
Q2 2023 | $1,235,074 | +1.2% | 25,267 | +1.2% | 0.02% | -10.7% |
Q1 2023 | $1,220,840 | +3.4% | 24,956 | +0.3% | 0.03% | -15.2% |
Q4 2022 | $1,180,679 | +0.1% | 24,893 | +0.8% | 0.03% | +3.1% |
Q3 2022 | $1,179,000 | -4.2% | 24,697 | -0.6% | 0.03% | -13.5% |
Q2 2022 | $1,231,000 | -4.5% | 24,840 | +1.1% | 0.04% | +19.4% |
Q1 2022 | $1,289,000 | – | 24,571 | – | 0.03% | – |
Download |
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% |