VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $492,000 | +2.5% | 8,919 | +5.8% | 0.25% | -8.6% |
| Q3 2021 | $480,000 | -8.0% | 8,432 | -7.8% | 0.27% | -10.0% |
| Q2 2021 | $522,000 | -11.4% | 9,144 | -11.4% | 0.30% | -18.1% |
| Q1 2021 | $589,000 | -66.3% | 10,317 | -65.5% | 0.36% | -67.8% |
| Q4 2020 | $1,749,000 | -7.7% | 29,864 | -8.3% | 1.13% | -18.3% |
| Q3 2020 | $1,894,000 | +10.1% | 32,558 | +9.3% | 1.39% | -11.5% |
| Q2 2020 | $1,720,000 | +8.2% | 29,795 | +5.5% | 1.57% | -13.1% |
| Q1 2020 | $1,590,000 | – | 28,253 | – | 1.80% | – |
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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% |