VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,243 | -2.1% | 6,173 | 0.0% | 0.23% | +0.4% |
| Q2 2023 | $301,724 | +0.5% | 6,173 | 0.0% | 0.22% | -4.3% |
| Q1 2023 | $300,366 | +2.9% | 6,173 | +0.3% | 0.24% | -4.5% |
| Q4 2022 | $291,825 | -1.1% | 6,153 | -0.3% | 0.25% | -10.2% |
| Q3 2022 | $295,000 | -4.8% | 6,174 | +2.3% | 0.27% | +8.7% |
| Q2 2022 | $310,000 | +6.5% | 6,036 | +8.8% | 0.25% | +14.5% |
| Q1 2022 | $291,000 | +9.8% | 5,549 | +15.5% | 0.22% | +11.1% |
| Q4 2021 | $265,000 | – | 4,804 | – | 0.20% | – |
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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% |