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 | $618,526 | -5.0% | 12,932 | -2.9% | 0.02% | 0.0% |
| Q2 2023 | $651,260 | -2.4% | 13,324 | -2.3% | 0.02% | -7.7% |
| Q1 2023 | $667,013 | +100962.6% | 13,635 | -2.1% | 0.03% | -29.7% |
| Q4 2022 | $660 | -99.9% | 13,923 | -6.8% | 0.04% | -14.0% |
| Q3 2022 | $713,000 | -20.1% | 14,932 | -17.1% | 0.04% | +16.2% |
| Q2 2022 | $892,000 | -18.2% | 18,005 | -13.4% | 0.04% | +27.6% |
| Q1 2022 | $1,090,000 | -27.0% | 20,779 | -23.3% | 0.03% | -12.1% |
| Q4 2021 | $1,494,000 | -5.9% | 27,087 | -2.8% | 0.03% | -21.4% |
| Q3 2021 | $1,588,000 | +0.4% | 27,881 | +0.7% | 0.04% | -2.3% |
| Q2 2021 | $1,581,000 | -6.5% | 27,691 | -8.0% | 0.04% | -4.4% |
| Q1 2021 | $1,691,000 | – | 30,087 | – | 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% |