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 | $81,226 | -1.7% | 1,698 | +0.5% | 0.02% | +5.3% |
| Q2 2023 | $82,600 | +0.4% | 1,690 | +0.5% | 0.02% | -5.0% |
| Q1 2023 | $82,306 | +3.4% | 1,682 | +0.2% | 0.02% | -4.8% |
| Q4 2022 | $79,598 | +0.8% | 1,678 | +0.8% | 0.02% | -12.5% |
| Q3 2022 | $79,000 | -3.7% | 1,665 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $82,000 | -4.7% | 1,660 | +0.2% | 0.02% | +14.3% |
| Q1 2022 | $86,000 | -5.5% | 1,656 | +0.2% | 0.02% | -4.5% |
| Q4 2021 | $91,000 | 0.0% | 1,653 | +3.1% | 0.02% | -4.3% |
| Q3 2021 | $91,000 | 0.0% | 1,603 | +0.2% | 0.02% | 0.0% |
| Q2 2021 | $91,000 | 0.0% | 1,600 | +0.3% | 0.02% | -8.0% |
| Q1 2021 | $91,000 | -1.1% | 1,596 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $92,000 | – | 1,595 | – | 0.02% | – |
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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% |