VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,212 | +3.8% | 5,670 | +6.1% | 0.06% | +1.6% |
| Q2 2023 | $261,308 | -21.8% | 5,346 | -21.7% | 0.06% | -28.2% |
| Q1 2023 | $334,003 | +33.0% | 6,828 | +29.0% | 0.08% | +18.1% |
| Q4 2022 | $251,158 | -12.8% | 5,295 | -12.4% | 0.07% | -25.0% |
| Q3 2022 | $288,000 | +13.8% | 6,044 | +18.4% | 0.10% | +15.7% |
| Q2 2022 | $253,000 | -26.7% | 5,106 | -22.4% | 0.08% | -17.0% |
| Q1 2022 | $345,000 | -15.6% | 6,578 | -11.3% | 0.10% | -15.3% |
| Q4 2021 | $409,000 | – | 7,413 | – | 0.12% | – |
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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% |