VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,232 | -44.6% | 26,318 | -49.2% | 0.03% | -45.2% |
| Q1 2023 | $327,016 | +125.8% | 51,764 | +1595.0% | 0.06% | +113.8% |
| Q4 2022 | $144,851 | -14.3% | 3,054 | -13.7% | 0.03% | -29.3% |
| Q3 2022 | $169,000 | -36.0% | 3,539 | -33.6% | 0.04% | -33.9% |
| Q2 2022 | $264,000 | -6.7% | 5,329 | -8.5% | 0.06% | +10.7% |
| Q1 2022 | $283,000 | -57.8% | 5,827 | -52.1% | 0.06% | -61.1% |
| Q4 2021 | $671,000 | +193.0% | 12,169 | +203.5% | 0.14% | +161.8% |
| Q2 2021 | $229,000 | +2.2% | 4,009 | -84.9% | 0.06% | 0.0% |
| Q1 2021 | $224,000 | +58.9% | 26,533 | +6.0% | 0.06% | +31.0% |
| Q4 2020 | $141,000 | – | 25,023 | – | 0.04% | – |
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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% |