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 2023 | $1,594,436 | -16.0% | 33,335 | -14.1% | 0.78% | -13.3% |
| Q2 2023 | $1,897,932 | -15.1% | 38,828 | -15.0% | 0.90% | -24.9% |
| Q1 2023 | $2,234,381 | -9.3% | 45,674 | -12.0% | 1.19% | -18.1% |
| Q4 2022 | $2,462,731 | -1.2% | 51,923 | -0.6% | 1.46% | -8.7% |
| Q3 2022 | $2,492,000 | -5.8% | 52,214 | -2.2% | 1.59% | -2.0% |
| Q2 2022 | $2,645,000 | -3.5% | 53,398 | +2.2% | 1.63% | +7.3% |
| Q1 2022 | $2,740,000 | -1.4% | 52,242 | +3.7% | 1.52% | +3.9% |
| Q4 2021 | $2,778,000 | +1.5% | 50,354 | +4.8% | 1.46% | -6.0% |
| Q3 2021 | $2,737,000 | +1.3% | 48,055 | +1.6% | 1.55% | -1.3% |
| Q2 2021 | $2,702,000 | +2.7% | 47,317 | +2.8% | 1.57% | -5.4% |
| Q1 2021 | $2,630,000 | -0.3% | 46,035 | +2.1% | 1.66% | -6.6% |
| Q4 2020 | $2,639,000 | – | 45,069 | – | 1.78% | – |
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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% |