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 | $458,594 | +92545.3% | 9,588 | -5.3% | 0.03% | 0.0% |
| Q2 2023 | $495 | -1.2% | 10,129 | -1.1% | 0.03% | -6.5% |
| Q1 2023 | $501 | +1.0% | 10,238 | -2.1% | 0.03% | 0.0% |
| Q4 2022 | $496 | -99.9% | 10,455 | -2.2% | 0.03% | -8.8% |
| Q3 2022 | $510,000 | +10.6% | 10,692 | +15.0% | 0.03% | +17.2% |
| Q2 2022 | $461,000 | +3.4% | 9,296 | +9.4% | 0.03% | +20.8% |
| Q1 2022 | $446,000 | +6.2% | 8,499 | +11.6% | 0.02% | +14.3% |
| Q4 2021 | $420,000 | +3.4% | 7,619 | +6.8% | 0.02% | 0.0% |
| Q3 2021 | $406,000 | +45.0% | 7,131 | +45.6% | 0.02% | +40.0% |
| Q2 2021 | $280,000 | +22.3% | 4,899 | +22.0% | 0.02% | +7.1% |
| Q1 2021 | $229,000 | – | 4,015 | – | 0.01% | – |
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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% |