VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,524,942 | +2.1% | 31,883 | +4.4% | 0.14% | -22.3% |
| Q2 2023 | $1,493,088 | +1.9% | 30,546 | +2.0% | 0.18% | -8.0% |
| Q1 2023 | $1,465,252 | +10.4% | 29,952 | +7.1% | 0.20% | -2.9% |
| Q4 2022 | $1,327,044 | -13.9% | 27,979 | -13.4% | 0.21% | -27.5% |
| Q3 2022 | $1,542,000 | -8.2% | 32,317 | -4.6% | 0.28% | -7.5% |
| Q2 2022 | $1,679,000 | +4.3% | 33,886 | +10.4% | 0.31% | +10.8% |
| Q1 2022 | $1,610,000 | +14.7% | 30,705 | +20.6% | 0.28% | +10.4% |
| Q4 2021 | $1,404,000 | +35.7% | 25,455 | +40.0% | 0.25% | +23.6% |
| Q3 2021 | $1,035,000 | +151.2% | 18,176 | +151.8% | 0.20% | +138.8% |
| Q2 2021 | $412,000 | +97.1% | 7,217 | +97.0% | 0.08% | +63.5% |
| Q1 2021 | $209,000 | – | 3,663 | – | 0.05% | – |
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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% |