VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 650 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,000 | -1.9% | 7,747 | +0.1% | 0.06% | +25.0% |
| Q2 2023 | $378,000 | +2.7% | 7,740 | +3.0% | 0.04% | -4.3% |
| Q1 2023 | $368,000 | +3.4% | 7,515 | 0.0% | 0.05% | -9.8% |
| Q4 2022 | $356,000 | -9.2% | 7,515 | -8.4% | 0.05% | -23.9% |
| Q3 2022 | $392,000 | -4.9% | 8,204 | -1.4% | 0.07% | -10.7% |
| Q2 2022 | $412,000 | -5.3% | 8,322 | +0.3% | 0.08% | +7.1% |
| Q1 2022 | $435,000 | -7.8% | 8,300 | -2.9% | 0.07% | -4.1% |
| Q4 2021 | $472,000 | +12.6% | 8,552 | +16.2% | 0.07% | +7.4% |
| Q3 2021 | $419,000 | +6.3% | 7,357 | +6.5% | 0.07% | +17.2% |
| Q2 2021 | $394,000 | – | 6,905 | – | 0.06% | – |
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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% |