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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |