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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,812 | +1.3% | 14,234 | +3.5% | 0.58% | +7.6% |
| Q2 2023 | $672,296 | +17.3% | 13,754 | +17.4% | 0.54% | +12.7% |
| Q1 2023 | $573,196 | +16.1% | 11,717 | +12.6% | 0.48% | +7.4% |
| Q4 2022 | $493,604 | +13.5% | 10,407 | +14.3% | 0.45% | +5.7% |
| Q3 2022 | $435,000 | +2.1% | 9,108 | +5.9% | 0.42% | +6.3% |
| Q2 2022 | $426,000 | +5.4% | 8,603 | +27.2% | 0.40% | +14.0% |
| Q1 2022 | $404,000 | +22.8% | 6,764 | +13.5% | 0.35% | +27.4% |
| Q4 2021 | $329,000 | +0.6% | 5,958 | +3.9% | 0.27% | -4.9% |
| Q3 2021 | $327,000 | +7.6% | 5,734 | +7.5% | 0.29% | +7.9% |
| Q2 2021 | $304,000 | +23.1% | 5,332 | +26.6% | 0.27% | +8.1% |
| Q4 2020 | $247,000 | – | 4,213 | – | 0.25% | – |
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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% |