VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 722 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2023. The put-call ratio across all filers is 0.02 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% | – |
Download | ||||||
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% |