VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $365,000 | -31.8% | 7,641 | -29.3% | 0.23% | -28.8% |
| Q2 2022 | $535,000 | -4.5% | 10,807 | +1.2% | 0.32% | +9.6% |
| Q1 2022 | $560,000 | -1.1% | 10,677 | +4.0% | 0.29% | +1.7% |
| Q4 2021 | $566,000 | -2.9% | 10,264 | +0.3% | 0.29% | -13.8% |
| Q3 2021 | $583,000 | +18.3% | 10,232 | +18.6% | 0.33% | +14.8% |
| Q2 2021 | $493,000 | +20.0% | 8,630 | +20.0% | 0.29% | +8.2% |
| Q1 2021 | $411,000 | +2.5% | 7,190 | +5.0% | 0.27% | -14.6% |
| Q4 2020 | $401,000 | – | 6,849 | – | 0.31% | – |
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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% |