VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | 0.0% | 4,053 | +15.1% | 0.21% | +36.4% |
| Q3 2021 | $201,000 | -16.2% | 3,521 | -16.1% | 0.15% | -16.3% |
| Q2 2021 | $240,000 | -1.2% | 4,198 | -1.1% | 0.18% | -9.4% |
| Q1 2021 | $243,000 | -2.4% | 4,246 | 0.0% | 0.20% | -11.0% |
| Q4 2020 | $249,000 | -11.7% | 4,246 | -12.5% | 0.23% | -23.5% |
| Q3 2020 | $282,000 | -8.1% | 4,855 | -8.6% | 0.30% | -15.8% |
| Q2 2020 | $307,000 | -10.2% | 5,313 | -12.6% | 0.35% | -10.2% |
| Q1 2020 | $342,000 | -3.9% | 6,080 | -3.3% | 0.39% | +17.3% |
| Q4 2019 | $356,000 | – | 6,288 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |