VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,175 | -2.9% | 11,377 | -0.8% | 0.33% | -4.3% |
| Q2 2023 | $560,654 | -0.6% | 11,470 | -0.5% | 0.35% | -13.4% |
| Q1 2023 | $563,948 | +2.7% | 11,528 | -0.5% | 0.40% | -10.0% |
| Q4 2022 | $549,325 | +0.1% | 11,582 | +0.7% | 0.45% | -5.5% |
| Q3 2022 | $549,000 | +4.0% | 11,506 | +8.0% | 0.47% | +4.4% |
| Q2 2022 | $528,000 | -2.0% | 10,655 | +0.2% | 0.45% | +6.8% |
| Q1 2022 | $539,000 | -4.1% | 10,635 | +4.3% | 0.42% | +7.1% |
| Q4 2021 | $562,000 | +1.6% | 10,195 | +5.0% | 0.40% | -5.9% |
| Q3 2021 | $553,000 | +1.5% | 9,712 | +1.7% | 0.42% | +2.2% |
| Q2 2021 | $545,000 | +5.0% | 9,548 | +5.1% | 0.41% | -8.0% |
| Q1 2021 | $519,000 | +11.9% | 9,085 | +14.7% | 0.45% | -0.4% |
| Q4 2020 | $464,000 | – | 7,918 | – | 0.45% | – |
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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% |