VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,790 | +7.7% | 6,226 | +10.0% | 0.01% | 0.0% |
| Q2 2023 | $276,612 | -14.1% | 5,659 | -14.0% | 0.01% | -21.4% |
| Q1 2023 | $321,845 | -3.6% | 6,579 | -6.5% | 0.01% | 0.0% |
| Q4 2022 | $333,860 | -4.3% | 7,039 | -3.8% | 0.01% | -17.6% |
| Q3 2022 | $349,000 | -2.5% | 7,318 | +1.2% | 0.02% | 0.0% |
| Q2 2022 | $358,000 | -18.5% | 7,231 | -9.1% | 0.02% | -5.6% |
| Q4 2021 | $439,000 | -17.2% | 7,959 | -14.4% | 0.02% | -28.0% |
| Q3 2021 | $530,000 | +13.0% | 9,296 | +13.1% | 0.02% | +8.7% |
| Q2 2021 | $469,000 | -1.7% | 8,217 | -1.5% | 0.02% | -14.8% |
| Q1 2021 | $477,000 | +9.9% | 8,342 | +12.5% | 0.03% | -12.9% |
| Q4 2020 | $434,000 | +8.0% | 7,416 | +7.2% | 0.03% | -13.9% |
| Q3 2020 | $402,000 | +13.9% | 6,917 | +13.1% | 0.04% | +2.9% |
| Q2 2020 | $353,000 | +1.4% | 6,116 | -1.2% | 0.04% | -25.5% |
| Q1 2020 | $348,000 | +51.3% | 6,190 | +52.1% | 0.05% | +62.1% |
| Q4 2019 | $230,000 | -11.2% | 4,071 | -7.7% | 0.03% | -29.3% |
| Q3 2019 | $259,000 | -9.1% | 4,410 | -11.5% | 0.04% | -14.6% |
| Q2 2019 | $285,000 | -49.4% | 4,982 | -50.6% | 0.05% | -44.2% |
| Q1 2019 | $563,000 | – | 10,092 | – | 0.09% | – |
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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% |